Insight Wealth Strategies’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,952
| Closed | -$312K | – | 166 |
|
|
2021
Q3 | $312K | Sell |
7,952
-2
| -0% | -$78 | 0.04% | 159 |
|
|
2021
Q2 | $316K | Buy |
7,954
+17
| +0.2% | +$675 | 0.04% | 157 |
|
|
2021
Q1 | $301K | Sell |
7,937
-55
| -0.7% | -$2.09K | 0.04% | 176 |
|
|
2020
Q4 | $280K | Sell |
7,992
-1,302
| -14% | -$45.6K | 0.05% | 177 |
|
|
2020
Q3 | $292K | Sell |
9,294
-846
| -8% | -$26.6K | 0.05% | 147 |
|
|
2020
Q2 | $307K | Sell |
10,140
-118
| -1% | -$3.57K | 0.07% | 125 |
|
|
2020
Q1 | $284K | Sell |
10,258
-3,668
| -26% | -$102K | 0.08% | 117 |
|
|
2019
Q4 | $502K | Buy |
13,926
+2,185
| +19% | +$78.8K | 0.11% | 124 |
|
|
2019
Q3 | $409K | Buy |
+11,741
| New | +$409K | 0.1% | 132 |
|