Cedar Brook Financial Partners’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
Q2 | – | Sell |
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|
2024
Q1 | $5M | Buy |
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|
2023
Q4 | $4.74M | Sell |
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|
2023
Q3 | $4.54M | Sell |
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|
2023
Q2 | $4.89M | Buy |
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|
2023
Q1 | $4.89M | Buy |
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|
2022
Q4 | $4.83M | Sell |
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|
2022
Q3 | $4.36M | Buy |
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|
2022
Q2 | $4.38M | Buy |
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|
2022
Q1 | $4.62M | Buy |
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|
2021
Q4 | $4.53M | Buy |
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|
2021
Q3 | $3.8M | Buy |
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|
2021
Q2 | $3.65M | Buy |
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|
2021
Q1 | $2.89M | Buy |
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|
2020
Q4 | $2.52M | Sell |
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|
2020
Q3 | $2.34M | Sell |
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|
2020
Q2 | $2.9M | Sell |
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|
2020
Q1 | $2.87M | Buy |
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|
2019
Q4 | $3.41M | Buy |
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|
2019
Q3 | $1.86M | Buy |
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|
2019
Q2 | $1.52M | Buy |
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|
2019
Q1 | $1.3M | Sell |
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|
2018
Q4 | $1.16M | Buy |
|