Keystone Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $542K | Buy |
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|
2025
Q2 | $524K | Buy |
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|
2025
Q1 | $522K | Sell |
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|
2024
Q4 | $531K | Buy |
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|
2024
Q3 | $553K | Sell |
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|
2024
Q2 | $514K | Sell |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $582K | Sell |
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|
2023
Q1 | $598K | Buy |
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|
2022
Q4 | $594K | Buy |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $571K | Sell |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $641K | Buy |
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