PROVENCE WEALTH MANAGEMENT GROUP – First Trust Morningstar Dividend Leaders Index Fund Transaction History
PROVENCE WEALTH MANAGEMENT GROUP portfolio value:
$1.51M
portfolio value
PROVENCE WEALTH MANAGEMENT GROUP 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 | +0.64% | 300 shares | -135K | $32.13 | 47.07K |
| Q2 2022 | share | Decrease | -7.47% | -3.77K shares | -246K | $35.22 | 46.77K |
| Q1 2022 | share | Increase | +12.81% | 5.73K shares | 300K | $37.44 | 50.54K |
| Q4 2021 | share | Increase | 0.00% | 44.80K shares | 1.59M | $35.53 | 44.80K |