Jaffetilchin Investment Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $126K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $498K | Sell |
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|
2021
Q3 | $474K | Sell |
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|
2021
Q2 | $549K | Sell |
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|
2021
Q1 | $611K | Sell |
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|
2020
Q4 | $669K | Sell |
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|
2020
Q3 | $710K | Sell |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.58M | Sell |
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|
2019
Q4 | $16.5M | Buy |
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|
2019
Q3 | $14.9M | Sell |
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|
2019
Q2 | $15.6M | Buy |
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|
2019
Q1 | $12.3M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $256K | Buy |
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