Crewe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-84
| Closed | -$3K | – | 258 |
|
|
2019
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 202 |
|
|
2019
Q2 | $3K | Sell |
84
-48
| -36% | -$1.71K | ﹤0.01% | 254 |
|
|
2019
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 198 |
|
|
2018
Q4 | $4K | Hold |
132
| – | – | ﹤0.01% | 203 |
|
|
2018
Q3 | $4K | Sell |
132
-498
| -79% | -$15.1K | ﹤0.01% | 216 |
|
|
2018
Q2 | $19K | Hold |
630
| – | – | 0.02% | 180 |
|
|
2018
Q1 | $19K | Hold |
630
| – | – | 0.02% | 187 |
|
|
2017
Q4 | $19K | Buy |
+630
| New | +$19K | 0.02% | 192 |
|