CWS
Cypress Wealth Services’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-16,736
| Closed | -$636K | – | 276 |
|
|
2021
Q1 | $636K | Sell |
16,736
-420
| -2% | -$16K | 0.13% | 125 |
|
|
2020
Q4 | $602K | Buy |
+17,156
| New | +$602K | 0.13% | 118 |
|
|
2020
Q3 | – | Sell |
-18,404
| Closed | -$558K | – | 80 |
|
|
2020
Q2 | $558K | Buy |
18,404
+8,585
| +87% | +$260K | 0.13% | 140 |
|
|
2020
Q1 | $272K | Buy |
+9,819
| New | +$272K | 0.08% | 191 |
|