Cascadia Advisory Services’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
Q3
$246K Buy
6,269
+396
+7% +$15.5K 0.05% 225
2021
Q2
$234K Buy
+5,873
New +$234K 0.05% 224
2020
Q3
$241K Sell
7,669
-6,580
-46% -$207K 0.07% 194
2020
Q2
$432K Buy
+14,249
New +$432K 0.13% 123
2019
Q4
$1.15M Buy
+31,842
New +$1.15M 0.33% 86