Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-336
| Closed | -$13K | – | 507 |
|
|
2021
Q3 | $13K | Hold |
336
| – | – | ﹤0.01% | 757 |
|
|
2021
Q2 | $13K | Hold |
336
| – | – | 0.01% | 591 |
|
|
2021
Q1 | $11K | Hold |
336
| – | – | 0.01% | 570 |
|
|
2020
Q4 | $11K | Hold |
336
| – | – | 0.01% | 565 |
|
|
2020
Q3 | $11K | Hold |
336
| – | – | 0.01% | 497 |
|
|
2020
Q2 | $10K | Buy |
+336
| New | +$10K | 0.01% | 491 |
|