Berman Capital Advisors’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
2021
Q2
Sell
-180
Closed -$6K 1950
2021
Q1
$6K Hold
180
﹤0.01% 1207
2020
Q4
$6K Hold
180
﹤0.01% 1085
2020
Q3
$5K Buy
+180
New +$5K ﹤0.01% 1034