Hibernia Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,670
| Closed | -$576K | – | 82 |
|
|
2024
Q3 | $576K | Buy |
+12,670
| New | +$576K | 0.17% | 56 |
|
|
2024
Q2 | – | Sell |
-12,772
| Closed | -$539K | – | 101 |
|
|
2024
Q1 | $539K | Buy |
12,772
+158
| +1% | +$6.67K | 0.37% | 37 |
|
|
2023
Q4 | $512K | Sell |
12,614
-1,971
| -14% | -$79.9K | 0.38% | 33 |
|
|
2023
Q3 | $545K | Buy |
+14,585
| New | +$545K | 0.42% | 30 |
|