WAS
Wealth Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,283
| Closed | -$330K | – | 106 |
|
|
2023
Q1 | $330K | Hold |
9,283
| – | – | 0.09% | 103 |
|
|
2022
Q4 | $339K | Buy |
9,283
+120
| +1% | +$4.39K | 0.09% | 106 |
|
|
2022
Q3 | $294K | Hold |
9,163
| – | – | 0.08% | 111 |
|
|
2022
Q2 | $323K | Buy |
+9,163
| New | +$323K | 0.08% | 111 |
|