Evermay 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
2023
Q1
Sell
-658
Closed -$26.3K 558
2022
Q4
$26.3K Hold
658
0.01% 349
2022
Q3
$24K Hold
658
﹤0.01% 333
2022
Q2
$26K Buy
+658
New +$26K 0.01% 326