Tradition 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
Q1 | – | Sell |
-1,485
| Closed | -$53K | – | 652 |
|
|
2023
Q4 | $53K | Buy |
1,485
+16
| +1% | +$571 | 0.01% | 614 |
|
|
2023
Q3 | $49K | Sell |
1,469
-281
| -16% | -$9.37K | 0.01% | 608 |
|
|
2023
Q2 | $60K | Buy |
1,750
+13
| +0.7% | +$446 | 0.01% | 583 |
|
|
2023
Q1 | $62K | Buy |
1,737
+376
| +28% | +$13.4K | 0.01% | 560 |
|
|
2022
Q4 | $50K | Buy |
1,361
+372
| +38% | +$13.7K | 0.01% | 525 |
|
|
2022
Q3 | $32K | Buy |
989
+207
| +26% | +$6.7K | ﹤0.01% | 635 |
|
|
2022
Q2 | $28K | Buy |
782
+6
| +0.8% | +$215 | ﹤0.01% | 582 |
|
|
2022
Q1 | $29K | Buy |
776
+9
| +1% | +$336 | ﹤0.01% | 635 |
|
|
2021
Q4 | $27K | Buy |
767
+7
| +0.9% | +$246 | ﹤0.01% | 667 |
|
|
2021
Q3 | $25K | Buy |
760
+8
| +1% | +$263 | ﹤0.01% | 669 |
|
|
2021
Q2 | $25K | Buy |
752
+5
| +0.7% | +$166 | ﹤0.01% | 700 |
|
|
2021
Q1 | $24K | Sell |
747
-691
| -48% | -$22.2K | ﹤0.01% | 597 |
|
|
2020
Q4 | $43K | Buy |
+1,438
| New | +$43K | 0.01% | 437 |
|