Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.13M | Buy |
|
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $708K | Buy |
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|
2023
Q3 | $567K | Buy |
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|
2023
Q2 | $591K | Sell |
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|
2023
Q1 | $2.95M | Sell |
|
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|
2022
Q4 | $3.02M | Buy |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $1.62M | Buy |
|
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $140K | Buy |
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|
2021
Q2 | $122K | Buy |
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|
2021
Q1 | $110K | Sell |
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|
2020
Q4 | $112K | Buy |
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|
2020
Q3 | $100K | Sell |
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|
2020
Q2 | $168K | Sell |
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|
2020
Q1 | $515K | Sell |
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|
2019
Q4 | $3.83M | Buy |
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|
2019
Q3 | $2.28M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | $178K | Buy |
|