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Halpern Financial’s First Trust Value Line Dividend Fund FVD Stock Holding History

Halpern Financial’s Portfolio FVD Stock Details FVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-191
Closed -$7.66K – 230
2023
Q2 		$7.66K Buy
+191
New +$7.66K ﹤0.01% 181