Bison Wealth’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
2024
Q4
$1.53M Sell
2024
Q3
$1.59M Sell
2024
Q2
$2.17M Hold
2024
Q1
$2.17M Buy
2023
Q4
$2.02M Sell
2023
Q3
$1.87M Sell
2023
Q2
$2.01M Buy