Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,850
| Closed | -$648K | – | 86 |
|
|
2024
Q4 | $648K | Buy |
14,850
+210
| +1% | +$9.16K | 0.28% | 88 |
|
|
2024
Q3 | $666K | Buy |
14,640
+597
| +4% | +$27.2K | 0.33% | 83 |
|
|
2024
Q2 | $572K | Buy |
14,043
+696
| +5% | +$28.4K | 0.31% | 87 |
|
|
2024
Q1 | $564K | Buy |
13,347
+1,273
| +11% | +$53.8K | 0.31% | 98 |
|
|
2023
Q4 | $490K | Sell |
12,074
-1,134
| -9% | -$46K | 0.18% | 132 |
|
|
2023
Q3 | $494K | Buy |
+13,208
| New | +$494K | 0.16% | 146 |
|