SlateStone Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

SlateStone Wealth’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$943K	Sell
2019 Q4	$2.09M	Hold
2019 Q3	$1.99M	Sell
2019 Q2	$2M	Buy
2019 Q1	–	Sell
2018 Q4	$1.78M	Buy