Lucia Wealth Services’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 | $3.02M | Sell |
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|
2020
Q2 | $3.14M | Buy |
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|
2020
Q1 | $1.98M | Buy |
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|
2019
Q4 | $405K | Buy |
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|
2019
Q3 | $355K | Sell |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $382K | Buy |
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|
2018
Q4 | $199K | Sell |
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|
2018
Q3 | $734K | Sell |
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|
2018
Q2 | $912K | Sell |
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|
2018
Q1 | $6.36M | Buy |
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|
2017
Q4 | $658K | Buy |
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