Compass Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $39.6K | Hold |
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|
2024
Q4 | $38.8K | Hold |
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2024
Q3 | $40.4K | Hold |
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|
2024
Q2 | $36.2K | Hold |
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|
2024
Q1 | $37.5K | Hold |
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|
2023
Q4 | $36K | Hold |
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|
2023
Q3 | $33.2K | Hold |
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|
2023
Q2 | $35.6K | Hold |
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|
2023
Q1 | $35.7K | Hold |
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|
2022
Q4 | $35.4K | Buy |
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