Guerra Pan Advisors’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
Q2 | $364K | Hold |
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|
2025
Q1 | $363K | Hold |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $371K | Hold |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $345K | Buy |
|
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $334K | Hold |
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|
2022
Q4 | $332K | Sell |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $339K | Hold |
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|
2022
Q1 | $344K | Hold |
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|
2021
Q4 | $359K | Buy |
|