SFPG
Stonebridge Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$36K | – | 189 |
|
|
2021
Q4 | $36K | Hold |
1,000
| – | – | 0.02% | 240 |
|
|
2021
Q3 | $34K | Hold |
1,000
| – | – | 0.02% | 252 |
|
|
2021
Q2 | $33K | Hold |
1,000
| – | – | 0.02% | 251 |
|
|
2021
Q1 | $33K | Sell |
1,000
-450
| -31% | -$14.9K | 0.02% | 247 |
|
|
2020
Q4 | $43K | Sell |
1,450
-1,650
| -53% | -$48.9K | 0.03% | 209 |
|
|
2020
Q3 | $84K | Sell |
3,100
-2,280
| -42% | -$61.8K | 0.06% | 143 |
|
|
2020
Q2 | $137K | Sell |
5,380
-693
| -11% | -$17.6K | 0.12% | 110 |
|
|
2020
Q1 | $147K | Sell |
6,073
-393
| -6% | -$9.51K | 0.15% | 93 |
|
|
2019
Q4 | $211K | Buy |
+6,466
| New | +$211K | 0.19% | 84 |
|