Kowal Investment Group’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
Q3 | $3.53M | Sell |
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|
2024
Q2 | $3.19M | Sell |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $3.39M | Sell |
|
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|
2023
Q3 | $3.66M | Sell |
|
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|
2023
Q2 | $4.32M | Sell |
|
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|
2023
Q1 | $6.33M | Sell |
|
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|
2022
Q4 | $19.1M | Sell |
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|
2022
Q3 | $40.6M | Sell |
|
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|
2022
Q2 | $49M | Sell |
|
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|
2022
Q1 | $54.4M | Sell |
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|
2021
Q4 | $59.2M | Buy |
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|
2021
Q3 | $51.6M | Buy |
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|
2021
Q2 | $48.5M | Buy |
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|
2021
Q1 | $42.8M | Buy |
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|
2020
Q4 | $35M | Buy |
|