LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.11M | Sell |
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|
2020
Q2 | $3M | Sell |
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|
2020
Q1 | $2.87M | Sell |
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|
2019
Q4 | $3.75M | Sell |
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|
2019
Q3 | $3.63M | Sell |
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|
2019
Q2 | $3.56M | Buy |
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|
2019
Q1 | $3.37M | Buy |
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|
2018
Q4 | $2.72M | Buy |
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|
2018
Q3 | $2.88M | Buy |
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|
2018
Q2 | $2.72M | Buy |
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|
2018
Q1 | $2.54M | Sell |
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|
2017
Q4 | $2.58M | Hold |
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|
2017
Q3 | $2.58M | Buy |
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|
2017
Q2 | $2.45M | Buy |
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|
2017
Q1 | $2.38M | Buy |
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|
2016
Q4 | $1.93M | Buy |
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|
2016
Q3 | $1.73M | Buy |
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|
2016
Q2 | $1.52M | Buy |
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|
2016
Q1 | $1.35M | Sell |
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|
2015
Q4 | $1.26M | Buy |
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|
2015
Q3 | $1.14M | Sell |
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|
2015
Q2 | $1.18M | Buy |
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|
2015
Q1 | $1.13M | Sell |
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|
2014
Q4 | $1.14M | Sell |
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|
2014
Q3 | $1.07M | Sell |
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|
2014
Q2 | $1.09M | Buy |
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|
2014
Q1 | $959K | Buy |
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|
2013
Q4 | $680K | Hold |
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|
2013
Q3 | $638K | Buy |
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