Baystate Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Baystate Wealth Management’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.11M	Sell
2023 Q3	$1.08M	Sell
2023 Q2	$1.19M	Buy
2023 Q1	$1.18M	Buy
2022 Q4	$1.17M	Buy
2022 Q3	$1.03M	Sell
2022 Q2	$1.14M	Sell
2022 Q1	$1.25M	Sell
2021 Q4	$1.29M	Sell
2021 Q3	$1.19M	Sell
2021 Q2	$1.5M	Buy
2021 Q1	$1.43M	Sell
2020 Q4	$1.39M	Sell
2020 Q3	$1.4M	Sell
2020 Q2	$1.41M	Sell
2020 Q1	$1.45M	Sell
2019 Q4	$2.26M	Sell
2019 Q3	$2.19M	Buy
2019 Q2	$2.08M	Buy
2019 Q1	$1.86M	Sell
2018 Q4	$1.74M	Sell
2018 Q3	$1.81M	Sell
2018 Q2	$1.83M	Sell
2018 Q1	$2.17M	Buy
2017 Q4	$2.27M	Buy
2017 Q3	$1.97M	Buy
2017 Q2	$1.85M	Buy
2017 Q1	$1.76M	Buy
2016 Q4	$1.4M	Buy
2016 Q3	$531K	Buy
2016 Q2	$405K	Buy
2016 Q1	$208K	Buy