Cassady Schiller Wealth Management’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
2022
Q1
Sell
-1,093
Closed -$47K 291
2021
Q4
$47K Buy
+1,093
New +$47K 0.03% 204