Atlas Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.95M | Buy |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $1.77M | Buy |
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|
2021
Q4 | $1.71M | Sell |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.51M | Buy |
|