Autumn Glory Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,776
| Closed | -$217K | – | 190 |
|
|
2024
Q3 | $217K | Buy |
+4,776
| New | +$217K | 0.08% | 191 |
|
|
2024
Q2 | – | Sell |
-4,776
| Closed | -$202K | – | 176 |
|
|
2024
Q1 | $202K | Buy |
+4,776
| New | +$202K | 0.1% | 165 |
|
|
2023
Q2 | – | Sell |
-7,357
| Closed | -$295K | – | 150 |
|
|
2023
Q1 | $295K | Buy |
+7,357
| New | +$295K | 0.25% | 92 |
|