LIBERTY WEALTH MANAGEMENT LLC – First Trust Morningstar Dividend Leaders Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$858,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-8.77%
quarter
First Trust Morningstar Dividend Leaders Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.73% | 454 shares | -51K | $32.13 | 26.71K |
| Q2 2022 | share | Increase | 0.00% | 26.26K shares | 909K | $35.22 | 26.26K |