WESPAC Advisors SoCal’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Hold |
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|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $304K | Hold |
|
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|
2024
Q3 | $317K | Hold |
|
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $273K | Hold |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $283K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $8K | Buy |
|