RG
Retirement Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $40.4K | Sell |
1,050
-150
| -13% | -$5.77K | 0.01% | 262 |
|
|
2023
Q4 | $43.1K | Sell |
1,200
-7,800
| -87% | -$280K | 0.02% | 239 |
|
|
2023
Q3 | $301K | Sell |
9,000
-2,225
| -20% | -$74.4K | 0.13% | 79 |
|
|
2023
Q2 | $382K | Buy |
11,225
+2,225
| +25% | +$75.7K | 0.16% | 67 |
|
|
2023
Q1 | $320K | Buy |
9,000
+8,500
| +1,700% | +$302K | 0.15% | 71 |
|
|
2022
Q4 | $18K | Buy |
+500
| New | +$18K | 0.01% | 289 |
|