Financial Gravity Companies’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 | $22.8K | Buy |
+510
| New | +$22.8K | ﹤0.01% | 432 |
|
|
2024
Q4 | $22.3K | Hold |
510
| – | – | 0.01% | 427 |
|
|
2024
Q3 | $23.2K | Buy |
+510
| New | +$23.2K | 0.01% | 259 |
|
|
2018
Q4 | $187K | Buy |
+6,022
| New | +$187K | 0.17% | 137 |
|
|
2018
Q1 | $94K | Buy |
3,183
+471
| +17% | +$13.9K | 0.1% | 196 |
|
|
2017
Q4 | $85K | Buy |
+2,712
| New | +$85K | 0.1% | 206 |
|