Laurel Wealth Planning’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 | $2.11M | Sell |
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|
2025
Q2 | $2.08M | Sell |
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|
2025
Q1 | $2.14M | Sell |
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|
2024
Q4 | $2.1M | Sell |
|
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|
2024
Q3 | $2.27M | Sell |
|
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|
2024
Q2 | $2.1M | Sell |
|
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|
2024
Q1 | $2.3M | Sell |
|
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|
2023
Q4 | $2.34M | Sell |
|
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|
2023
Q3 | $2.55M | Sell |
|
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|
2023
Q2 | $2.88M | Sell |
|
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|
2023
Q1 | $3.18M | Sell |
|
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|
2022
Q4 | $3.32M | Sell |
|
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|
2022
Q3 | $3.19M | Sell |
|
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|
2022
Q2 | $3.51M | Hold |
|
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|
2022
Q1 | $3.83M | Sell |
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|
2021
Q4 | $3.97M | Sell |
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|
2021
Q3 | $3.68M | Sell |
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|
2021
Q2 | $4M | Sell |
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|
2021
Q1 | $4.01M | Buy |
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|
2020
Q4 | $3.4M | Buy |
|