CLEARVIEW WEALTH ADVISORS LLC – First Trust Morningstar Dividend Leaders Index Fund Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$179,000
portfolio value
CLEARVIEW WEALTH ADVISORS 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 | Decrease | -3.99% | -232 shares | -26K | $32.13 | 5.57K |
| Q2 2022 | share | Decrease | -5.68% | -350 shares | -26K | $35.22 | 5.81K |
| Q1 2022 | share | Increase | +53.69% | 2.15K shares | 88K | $37.44 | 6.16K |
| Q4 2021 | share | Increase | 0.00% | 4.00K shares | 143K | $35.53 | 4.00K |