GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $488K | Hold |
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|
2023
Q2 | $523K | Hold |
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|
2023
Q1 | $524K | Hold |
|
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|
2022
Q4 | $521K | Hold |
|
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|
2022
Q3 | $467K | Hold |
|
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|
2022
Q2 | $506K | Sell |
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|
2022
Q1 | $574K | Buy |
|
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | $508K | Hold |
|
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|
2021
Q2 | $515K | Hold |
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|
2021
Q1 | $492K | Buy |
|