Investors Capital Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $435K | Buy |
16,170
+7,845
| +94% | +$211K | 0.08% | 317 |
|
|
2016
Q1 | $214K | Sell |
8,325
-3,103
| -27% | -$79.8K | 0.04% | 547 |
|
|
2015
Q4 | $272K | Sell |
11,428
-4,200
| -27% | -$100K | 0.05% | 470 |
|
|
2015
Q3 | $356K | Buy |
15,628
+1,539
| +11% | +$35.1K | 0.07% | 384 |
|
|
2015
Q2 | $329K | Buy |
14,089
+2,168
| +18% | +$50.6K | 0.06% | 441 |
|
|
2015
Q1 | $287K | Buy |
11,921
+410
| +4% | +$9.87K | 0.05% | 472 |
|
|
2014
Q4 | $278K | Buy |
+11,511
| New | +$278K | 0.05% | 468 |
|