Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $45K | Buy |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Sell |
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|
2020
Q1 | $18K | Sell |
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|
2019
Q4 | $590K | Buy |
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|
2019
Q3 | $542K | Sell |
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|
2019
Q2 | $540K | Sell |
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|
2019
Q1 | $542K | Sell |
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|
2018
Q4 | $502K | Sell |
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|
2018
Q3 | $574K | Sell |
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|
2018
Q2 | $676K | Buy |
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|
2018
Q1 | $651K | Sell |
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|
2017
Q4 | $707K | Sell |
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|
2017
Q3 | $729K | Sell |
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|
2017
Q2 | $1.4M | Sell |
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|
2017
Q1 | $1.46M | Sell |
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|
2016
Q4 | $1.73M | Buy |
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|
2016
Q3 | $952K | Buy |
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|
2016
Q2 | $852K | Buy |
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|
2016
Q1 | $65K | Buy |
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|
2015
Q4 | $39.2K | Buy |
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|
2015
Q3 | $29.3K | Buy |
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|
2015
Q2 | $21.1K | Buy |
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|
2015
Q1 | $15.7K | Hold |
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|
2014
Q4 | $16.2K | Hold |
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|
2014
Q3 | $15.8K | Buy |
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|
2014
Q2 | $16.1K | Hold |
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|
2014
Q1 | $15.2K | Sell |
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|
2013
Q4 | $103K | Buy |
|