Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-717
| Closed | -$28K | – | 318 |
|
|
2022
Q2 | $28K | Hold |
717
| – | – | ﹤0.01% | 375 |
|
|
2022
Q1 | $30K | Hold |
717
| – | – | ﹤0.01% | 414 |
|
|
2021
Q4 | $31K | Hold |
717
| – | – | ﹤0.01% | 479 |
|
|
2021
Q3 | $28K | Hold |
717
| – | – | ﹤0.01% | 451 |
|
|
2021
Q2 | $29K | Hold |
717
| – | – | ﹤0.01% | 447 |
|
|
2021
Q1 | $27K | Hold |
717
| – | – | ﹤0.01% | 453 |
|
|
2020
Q4 | $25K | Buy |
+717
| New | +$25K | ﹤0.01% | 447 |
|