SVWAG
Sound View Wealth Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
19,644
+144
| +0.7% | +$6.03K | 0.06% | 209 |
|
|
2025
Q1 | $847K | Sell |
19,500
-1,279
| -6% | -$55.6K | 0.07% | 193 |
|
|
2024
Q4 | $837K | Sell |
20,779
-327
| -2% | -$13.2K | 0.07% | 202 |
|
|
2024
Q3 | $885K | Buy |
21,106
+2,497
| +13% | +$105K | 0.07% | 193 |
|
|
2024
Q2 | $706K | Buy |
18,609
+1,131
| +6% | +$42.9K | 0.07% | 198 |
|
|
2024
Q1 | $673K | Sell |
17,478
-1,358
| -7% | -$52.3K | 0.07% | 208 |
|
|
2023
Q4 | $676K | Buy |
18,836
+1,460
| +8% | +$52.4K | 0.07% | 203 |
|
|
2023
Q3 | $581K | Buy |
17,376
+396
| +2% | +$13.2K | 0.07% | 202 |
|
|
2023
Q2 | $577K | Buy |
16,980
+179
| +1% | +$6.09K | 0.08% | 202 |
|
|
2023
Q1 | $596K | Sell |
16,801
-2,035
| -11% | -$72.2K | 0.08% | 196 |
|
|
2022
Q4 | $676K | Buy |
+18,836
| New | +$676K | 0.07% | 203 |
|
|
2022
Q3 | – | Sell |
-5,972
| Closed | -$210K | – | 274 |
|
|
2022
Q2 | $210K | Sell |
5,972
-1,163
| -16% | -$40.9K | 0.04% | 264 |
|
|
2022
Q1 | $267K | Buy |
7,135
+219
| +3% | +$8.2K | 0.05% | 252 |
|
|
2021
Q4 | $246K | Buy |
6,916
+23
| +0.3% | +$818 | 0.05% | 264 |
|
|
2021
Q3 | $226K | Sell |
6,893
-14
| -0.2% | -$459 | 0.05% | 270 |
|
|
2021
Q2 | $229K | Buy |
+6,907
| New | +$229K | 0.05% | 263 |
|