Dogwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Hold |
431
| – | – | 0.01% | 173 |
|
|
2025
Q1 | $19.2K | Hold |
431
| – | – | 0.01% | 159 |
|
|
2024
Q4 | $18.8K | Hold |
431
| – | – | 0.01% | 157 |
|
|
2024
Q3 | $19.6K | Sell |
431
-46
| -10% | -$2.09K | 0.01% | 141 |
|
|
2024
Q2 | $19.4K | Sell |
477
-64
| -12% | -$2.61K | 0.01% | 142 |
|
|
2024
Q1 | $22.9K | Sell |
541
-169
| -24% | -$7.14K | 0.02% | 153 |
|
|
2023
Q4 | $28.8K | Buy |
+710
| New | +$28.8K | 0.02% | 136 |
|