Sterling Investment Advisors (Pennsylvania)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,000
| Closed | -$57K | – | 427 |
|
|
2018
Q2 | $57K | Hold |
2,000
| – | – | 0.03% | 196 |
|
|
2018
Q1 | $56K | Hold |
2,000
| – | – | 0.03% | 186 |
|
|
2017
Q4 | $60K | Hold |
2,000
| – | – | 0.04% | 170 |
|
|
2017
Q3 | $58K | Hold |
2,000
| – | – | 0.04% | 167 |
|
|
2017
Q2 | $56K | Hold |
2,000
| – | – | 0.04% | 173 |
|
|
2017
Q1 | $58K | Buy |
+2,000
| New | +$58K | 0.04% | 162 |
|