Horizon Financial Services’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
Q3 | – | Sell |
-1,460
| Closed | -$59.5K | – | 271 |
|
|
2024
Q2 | $59.5K | Hold |
1,460
| – | – | 0.04% | 77 |
|
|
2024
Q1 | $61.6K | Buy |
+1,460
| New | +$61.6K | 0.04% | 76 |
|
|
2022
Q1 | – | Sell |
-1,412
| Closed | -$60.8K | – | 77 |
|
|
2021
Q4 | $60.8K | Buy |
1,412
+7
| +0.5% | +$301 | 0.04% | 71 |
|
|
2021
Q3 | $55K | Buy |
+1,405
| New | +$55K | 0.04% | 85 |
|