Heritage Wealth Management (Arizona)’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
Q4 | $107K | Buy |
2,692
+720
| +37% | +$28.7K | 0.02% | 405 |
|
|
2022
Q3 | $71K | Buy |
1,972
+1,404
| +247% | +$50.6K | 0.02% | 360 |
|
|
2022
Q2 | $22K | Hold |
568
| – | – | 0.01% | 528 |
|
|
2022
Q1 | $24K | Buy |
+568
| New | +$24K | 0.01% | 569 |
|
|
2021
Q3 | $25K | Hold |
643
| – | – | 0.01% | 528 |
|
|
2021
Q2 | $26K | Hold |
643
| – | – | 0.01% | 522 |
|
|
2021
Q1 | $24K | Buy |
+643
| New | +$24K | 0.01% | 468 |
|