HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Hold |
435
| – | – | ﹤0.01% | 515 |
|
|
2025
Q1 | $19.4K | Hold |
435
| – | – | ﹤0.01% | 508 |
|
|
2024
Q4 | $19K | Hold |
435
| – | – | ﹤0.01% | 507 |
|
|
2024
Q3 | $19.8K | Hold |
435
| – | – | ﹤0.01% | 469 |
|
|
2024
Q2 | $17.7K | Buy |
+435
| New | +$17.7K | ﹤0.01% | 471 |
|
|
2023
Q3 | – | Sell |
-751
| Closed | -$30.1K | – | 795 |
|
|
2023
Q2 | $30.1K | Buy |
+751
| New | +$30.1K | 0.01% | 359 |
|
|
2022
Q3 | – | Sell |
-243
| Closed | -$9K | – | 715 |
|
|
2022
Q2 | $9K | Buy |
+243
| New | +$9K | ﹤0.01% | 554 |
|
|
2020
Q2 | – | Sell |
-431
| Closed | -$12K | – | 503 |
|
|
2020
Q1 | $12K | Buy |
+431
| New | +$12K | 0.01% | 344 |
|