Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-156
| Closed | -$6.25K | – | 647 |
|
|
2023
Q2 | $6.25K | Hold |
156
| – | – | ﹤0.01% | 381 |
|
|
2023
Q1 | $6.27K | Hold |
156
| – | – | ﹤0.01% | 398 |
|
|
2022
Q4 | $6.23K | Hold |
156
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $6K | Hold |
156
| – | – | ﹤0.01% | 402 |
|
|
2022
Q2 | $6K | Hold |
156
| – | – | ﹤0.01% | 420 |
|
|
2022
Q1 | $7K | Hold |
156
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $7K | Hold |
156
| – | – | ﹤0.01% | 369 |
|
|
2021
Q3 | $6K | Hold |
156
| – | – | ﹤0.01% | 326 |
|
|
2021
Q2 | $6K | Hold |
156
| – | – | ﹤0.01% | 324 |
|
|
2021
Q1 | $6K | Buy |
+156
| New | +$6K | ﹤0.01% | 282 |
|