Avitas Wealth Management’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
2020
Q1
Sell
-12,664
Closed -$456K 144
2019
Q4
$456K Sell
12,664
-150
-1% -$5.4K 0.12% 148
2019
Q3
$447K Buy
+12,814
New +$447K 0.12% 149