Institute for Wealth Management’s First TrustValue Line 100 Exchange-Traded FVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $767K | Sell |
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|
2020
Q2 | $745K | Buy |
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|
2020
Q1 | $632K | Sell |
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|
2019
Q4 | $923K | Sell |
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|
2019
Q3 | $911K | Hold |
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|
2019
Q2 | $908K | Sell |
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|
2019
Q1 | $877K | Hold |
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|
2018
Q4 | $775K | Buy |
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|
2018
Q3 | $949K | Buy |
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|
2018
Q2 | $922K | Sell |
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|
2018
Q1 | $926K | Sell |
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|
2017
Q4 | $968K | Buy |
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|
2017
Q3 | $923K | Hold |
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|
2017
Q2 | $877K | Buy |
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