Sunflower Bank 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $378K | Sell |
14,500
-3,550
| -20% | -$92.5K | 0.13% | 89 |
|
|
2020
Q2 | $458K | Sell |
18,050
-415
| -2% | -$10.5K | 0.15% | 78 |
|
|
2020
Q1 | $412K | Buy |
18,465
+365
| +2% | +$8.14K | 0.16% | 79 |
|
|
2019
Q4 | $590K | Buy |
18,100
+480
| +3% | +$15.6K | 0.18% | 78 |
|
|
2019
Q3 | $547K | Sell |
17,620
-7,625
| -30% | -$237K | 0.17% | 81 |
|
|
2019
Q2 | $773K | Sell |
25,245
-115
| -0.5% | -$3.52K | 0.25% | 65 |
|
|
2019
Q1 | $765K | Sell |
25,360
-5,455
| -18% | -$165K | 0.23% | 66 |
|
|
2018
Q4 | $839K | Sell |
30,815
-470
| -2% | -$12.8K | 0.27% | 57 |
|
|
2018
Q3 | $932K | Hold |
31,285
| – | – | 0.26% | 57 |
|
|
2018
Q2 | $894K | Buy |
31,285
+805
| +3% | +$23K | 0.26% | 61 |
|
|
2018
Q1 | $860K | Buy |
30,480
+1,070
| +4% | +$30.2K | 0.24% | 65 |
|
|
2017
Q4 | $885K | Buy |
+29,410
| New | +$885K | 0.24% | 64 |
|