Curtis Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $439K | Sell |
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|
2023
Q1 | $549K | Sell |
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|
2022
Q4 | $553K | Sell |
|
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|
2022
Q3 | $552K | Sell |
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|
2022
Q2 | $604K | Sell |
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|
2022
Q1 | $733K | Sell |
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|
2021
Q4 | $748K | Buy |
|
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|
2021
Q3 | $628K | Sell |
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|
2021
Q2 | $793K | Sell |
|
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|
2021
Q1 | $2.28M | Sell |
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|
2020
Q4 | $2.9M | Sell |
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|
2020
Q3 | $2.74M | Sell |
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|
2020
Q2 | $2.69M | Sell |
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|
2020
Q1 | $2.46M | Buy |
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|
2019
Q4 | $2.89M | Buy |
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