GA
Goldstein Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Sell |
87,794
-2,718
| -3% | -$121K | 0.53% | 28 |
|
|
2025
Q1 | $4.04M | Sell |
90,512
-92
| -0.1% | -$4.1K | 0.59% | 25 |
|
|
2024
Q4 | $3.95M | Sell |
90,604
-195
| -0.2% | -$8.51K | 0.57% | 28 |
|
|
2024
Q3 | $4.13M | Sell |
90,799
-1,169
| -1% | -$53.2K | 0.63% | 25 |
|
|
2024
Q2 | $3.75M | Buy |
91,968
+1,113
| +1% | +$45.4K | 0.63% | 26 |
|
|
2024
Q1 | $3.84M | Sell |
90,855
-902
| -1% | -$38.1K | 0.66% | 27 |
|
|
2023
Q4 | $3.72M | Sell |
91,757
-1,400
| -2% | -$56.8K | 0.63% | 25 |
|
|
2023
Q3 | $3.48M | Sell |
93,157
-3,718
| -4% | -$139K | 0.73% | 25 |
|
|
2023
Q2 | $3.88M | Sell |
96,875
-214
| -0.2% | -$8.58K | 0.81% | 23 |
|
|
2023
Q1 | $3.9M | Buy |
97,089
+1,427
| +1% | +$57.3K | 0.86% | 25 |
|
|
2022
Q4 | $3.82M | Buy |
+95,662
| New | +$3.82M | 0.92% | 22 |
|