Brewin Dolphin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $952K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $763K | Hold |
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|
2021
Q2 | $774K | Buy |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $502K | Sell |
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|
2020
Q3 | $476K | Buy |
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|
2020
Q2 | $448K | Buy |
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|
2020
Q1 | $395K | Buy |
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|
2019
Q4 | $246K | Sell |
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|
2019
Q3 | $249K | Buy |
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|
2019
Q2 | $217K | Hold |
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|
2019
Q1 | $209K | Hold |
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|
2018
Q4 | $187K | Hold |
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|
2018
Q3 | $203K | Hold |
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|
2018
Q2 | $195K | Hold |
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|
2018
Q1 | $192K | Buy |
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|
2017
Q4 | $35.5K | Hold |
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|
2017
Q3 | $34.2K | Buy |
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