DB Wealth Management 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
Q4 | $228K | Sell |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $264K | Sell |
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|
2020
Q4 | $285K | Buy |
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