IWA
Inspirion Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Sell |
14,350
-770
| -5% | -$34.4K | 0.08% | 87 |
|
|
2025
Q1 | $674K | Sell |
15,120
-94
| -0.6% | -$4.19K | 0.09% | 79 |
|
|
2024
Q4 | $659K | Sell |
15,214
-140
| -0.9% | -$6.06K | 0.09% | 84 |
|
|
2024
Q3 | $698K | Sell |
15,354
-1,819
| -11% | -$82.7K | 0.1% | 79 |
|
|
2024
Q2 | $700K | Sell |
17,173
-950
| -5% | -$38.7K | 0.11% | 72 |
|
|
2024
Q1 | $765K | Sell |
18,123
-1,314
| -7% | -$55.5K | 0.13% | 68 |
|
|
2023
Q4 | $791K | Buy |
19,437
+6,375
| +49% | +$259K | 0.14% | 65 |
|
|
2023
Q3 | $488K | Buy |
13,062
+1,405
| +12% | +$52.5K | 0.1% | 86 |
|
|
2023
Q2 | $467K | Buy |
11,657
+370
| +3% | +$14.8K | 0.09% | 88 |
|
|
2023
Q1 | $453K | Sell |
11,287
-500
| -4% | -$20.1K | 0.09% | 85 |
|
|
2022
Q4 | $470K | Sell |
11,787
-2,003
| -15% | -$79.9K | 0.1% | 81 |
|
|
2022
Q3 | $494K | Sell |
13,790
-1,242
| -8% | -$44.5K | 0.11% | 78 |
|
|
2022
Q2 | $583K | Buy |
+15,032
| New | +$583K | 0.13% | 71 |
|