Keebeck Wealth Management’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
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $293K | Hold |
|
|||||
|
2023
Q4 | $281K | Hold |
|
|||||
|
2023
Q3 | $259K | Sell |
|
|||||
|
2023
Q2 | $14.3M | Buy |
|
|||||
|
2023
Q1 | $14.1M | Hold |
|
|||||
|
2022
Q4 | $14M | Hold |
|
|||||
|
2022
Q3 | $12.6M | Hold |
|
|||||
|
2022
Q2 | $13.7M | Hold |
|
|||||
|
2022
Q1 | $14.9M | Buy |
|
|||||
|
2021
Q4 | $15M | Hold |
|
|||||
|
2021
Q3 | $13.7M | Hold |
|
|||||
|
2021
Q2 | $13.9M | Buy |
|