Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $37.3K | Hold |
926
| – | – | 0.01% | 334 |
|
|
2024
Q3 | $38.9K | Hold |
926
| – | – | 0.01% | 333 |
|
|
2024
Q2 | $35.1K | Hold |
926
| – | – | 0.01% | 330 |
|
|
2024
Q1 | $35.7K | Hold |
926
| – | – | 0.01% | 331 |
|
|
2023
Q4 | $33.2K | Hold |
926
| – | – | 0.01% | 329 |
|
|
2023
Q3 | $31K | Hold |
926
| – | – | 0.01% | 337 |
|
|
2023
Q2 | $31.5K | Hold |
926
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $32.9K | Hold |
926
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $33.9K | Sell |
926
-69
| -7% | -$2.52K | 0.01% | 335 |
|
|
2022
Q3 | $32K | Hold |
995
| – | – | 0.01% | 350 |
|
|
2022
Q2 | $35K | Buy |
995
+1
| +0.1% | +$35 | 0.01% | 333 |
|
|
2022
Q1 | $37K | Sell |
994
-1
| -0.1% | -$37 | 0.01% | 319 |
|
|
2021
Q4 | $35K | Buy |
995
+11
| +1% | +$387 | 0.01% | 338 |
|
|
2021
Q3 | $32K | Buy |
984
+8
| +0.8% | +$260 | 0.01% | 339 |
|
|
2021
Q2 | $32K | Buy |
976
+10
| +1% | +$328 | 0.01% | 332 |
|
|
2021
Q1 | $32 | Buy |
966
+6
| +0.6% | – | 0.01% | 335 |
|
|
2020
Q4 | $28K | Buy |
960
+11
| +1% | +$321 | 0.01% | 328 |
|
|
2020
Q3 | $29K | Sell |
949
-3,733
| -80% | -$114K | 0.01% | 308 |
|
|
2020
Q2 | $119K | Sell |
4,682
-25
| -0.5% | -$635 | 0.05% | 146 |
|
|
2020
Q1 | $105K | Sell |
4,707
-860
| -15% | -$19.2K | 0.05% | 150 |
|
|
2019
Q4 | $181K | Buy |
+5,567
| New | +$181K | 0.08% | 122 |
|