Golden State Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.6M | Sell |
|
|||||
|
2025
Q2 | $21.3M | Buy |
|
|||||
|
2025
Q1 | $20.5M | Sell |
|
|||||
|
2024
Q4 | $20.3M | Buy |
|
|||||
|
2022
Q1 | $23.3M | Buy |
|
|||||
|
2021
Q4 | $21.8M | Buy |
|
|||||
|
2021
Q3 | $18.7M | Buy |
|
|||||
|
2021
Q2 | $17.3M | Buy |
|
|||||
|
2021
Q1 | $13.1M | Buy |
|
|||||
|
2020
Q4 | $10.9M | Buy |
|
|||||
|
2020
Q3 | $7.49M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $6.31M | Sell |
|
|||||
|
2019
Q4 | $55.1M | Buy |
|
|||||
|
2019
Q3 | $6.9M | Buy |
|
|||||
|
2019
Q2 | $6.49M | Buy |
|
|||||
|
2019
Q1 | $4.06M | Buy |
|