Ellevest Inc’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
Q2 | – | Sell |
-1,169
| Closed | -$46.9K | – | 843 |
|
|
2023
Q1 | $46.9K | Hold |
1,169
| – | – | ﹤0.01% | 618 |
|
|
2022
Q4 | $46.7K | Hold |
1,169
| – | – | ﹤0.01% | 621 |
|
|
2022
Q3 | $42K | Hold |
1,169
| – | – | ﹤0.01% | 627 |
|
|
2022
Q2 | $45K | Hold |
1,169
| – | – | ﹤0.01% | 590 |
|
|
2022
Q1 | $49K | Buy |
+1,169
| New | +$49K | ﹤0.01% | 535 |
|