Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$29K | – | 2483 |
|
|
2017
Q3 | $29K | Hold |
1,000
| – | – | ﹤0.01% | 1169 |
|
|
2017
Q2 | $28K | Buy |
+1,000
| New | +$28K | ﹤0.01% | 1145 |
|
|
2017
Q1 | – | Sell |
-250
| Closed | -$7K | – | 1954 |
|
|
2016
Q4 | $7K | Hold |
250
| – | – | ﹤0.01% | 1320 |
|
|
2016
Q3 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 1323 |
|