1900 WEALTH MANAGEMENT LLC – First Trust Morningstar Dividend Leaders Index Fund Transaction History
1900 WEALTH MANAGEMENT LLC portfolio value:
$2.65M
portfolio value
1900 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 | +9.38% | 7.08K shares | -5K | $32.13 | 82.59K |
Q2 2022 | share | Increase | +26.24% | 15.69K shares | 420K | $35.22 | 75.50K |
Q1 2022 | share | Increase | +95.61% | 29.23K shares | 1.15M | $37.44 | 59.81K |
Q4 2021 | share | Increase | +11.22% | 3.08K shares | 187K | $35.53 | 30.57K |
Q3 2021 | share | Increase | +22.40% | 5.03K shares | 155K | $32.76 | 27.49K |
Q2 2021 | share | Increase | 0.00% | 22.46K shares | 745K | $32.91 | 22.46K |