Bogart Wealth, LLC First Tr Morningstar Dividend Transaction History

Bogart Wealth, LLC

  • $1.98 Billion
  • Q2 2024

A detailed history of Bogart Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,832 shares of FDL stock, worth $76,101. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,832
Previous 1,832 -0.0%
Holding current value
$76,101
Previous $70,000 1.43%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$35.29 - $38.48 $5,328 - $5,810
-151 Reduced 7.61%
1,832 $70,000
Q4 2021

Jan 19, 2022
SELL
$32.91 - $35.56 $10,235 - $11,059
-311 Reduced 13.56%
1,983 $71,000
Q3 2018

Oct 16, 2018
SELL
$28.49 - $30.14 $6,951 - $7,354
-244 Reduced 9.61%
2,294 $68,000
Q1 2018

Apr 13, 2018
BUY
$27.43 - $31.14 $3,154 - $3,581
115 Added 4.75%
2,538 $72,000
Q4 2017

Jan 11, 2018
SELL
$28.72 - $30.44 $8,501 - $9,010
-296 Reduced 10.89%
2,423 $73,000
Q3 2017

Oct 12, 2017
BUY
$28.97 - $29.04 $78,769 - $78,959
2,719
2,719 $79,000

Others Institutions Holding FDL

# of Institutions
373
Shares Held
56.7M
Call Options Held
800
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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