Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $59K | Hold |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $55K | Buy |
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|
2021
Q1 | $53K | Sell |
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|
2020
Q4 | $115K | Buy |
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|
2020
Q3 | $103K | Sell |
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|
2020
Q2 | $135K | Hold |
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|
2020
Q1 | $123K | Sell |
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|
2019
Q4 | $423K | Buy |
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|
2019
Q3 | $239K | Hold |
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|
2019
Q2 | $231K | Sell |
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|
2019
Q1 | $236K | Hold |
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|
2018
Q4 | $213K | Hold |
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|
2018
Q3 | $230K | Sell |
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|
2018
Q2 | $317K | Sell |
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|
2018
Q1 | $336K | Sell |
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|
2017
Q4 | $819K | Sell |
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|
2017
Q3 | $851K | Sell |
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|
2017
Q2 | $996K | Sell |
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|
2017
Q1 | $1.02M | Sell |
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|
2016
Q4 | $1M | Buy |
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|
2016
Q3 | $759K | Buy |
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|
2016
Q2 | $157K | Buy |
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