SWM
Selective Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 318 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 790 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 786 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 749 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 678 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 515 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 400 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 372 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 346 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 420 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 339 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 331 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 337 |
|
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 167 |
|