PACIFIC WEALTH MANAGEMENT – First Trust Morningstar Dividend Leaders Index Fund Transaction History
PACIFIC WEALTH MANAGEMENT portfolio value:
$2.96M
portfolio value
PACIFIC WEALTH MANAGEMENT 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 | -0.16% | -149 shares | -291K | $32.13 | 92.28K |
Q2 2022 | share | Increase | 0.00% | 92.43K shares | 3.25M | $35.22 | 92.43K |