ACG Wealth’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $122K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $429K | Sell |
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|
2020
Q4 | $608K | Buy |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $2.94M | Buy |
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|
2019
Q4 | $3.79M | Buy |
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|
2019
Q3 | $253K | Sell |
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|
2019
Q2 | $601K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.01M | Buy |
|