Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-266
| Closed | -$10.7K | – | 308 |
|
|
2023
Q2 | $10.7K | Buy |
266
+2
| +0.8% | +$80 | 0.01% | 356 |
|
|
2023
Q1 | $10.6K | Buy |
264
+1
| +0.4% | +$40 | 0.01% | 360 |
|
|
2022
Q4 | $10.5K | Buy |
263
+2
| +0.8% | +$80 | 0.01% | 324 |
|
|
2022
Q3 | $9K | Buy |
261
+1
| +0.4% | +$34 | 0.01% | 343 |
|
|
2022
Q2 | $10K | Sell |
260
-726
| -74% | -$27.9K | 0.01% | 351 |
|
|
2022
Q1 | $42K | Buy |
986
+1
| +0.1% | +$43 | 0.03% | 217 |
|
|
2021
Q4 | $42K | Buy |
985
+1
| +0.1% | +$43 | 0.03% | 244 |
|
|
2021
Q3 | $39K | Buy |
984
+4
| +0.4% | +$159 | 0.02% | 258 |
|
|
2021
Q2 | $39K | Buy |
980
+5
| +0.5% | +$199 | 0.02% | 268 |
|
|
2021
Q1 | $37K | Buy |
975
+4
| +0.4% | +$152 | 0.02% | 259 |
|
|
2020
Q4 | $34K | Buy |
+971
| New | +$34K | 0.02% | 235 |
|