Mascoma 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 |
-100
| Closed | -$4K | – | 542 |
|
|
2021
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 391 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$4K | – | 232 |
|
|
2021
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 395 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$3K | – | 180 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 321 |
|
|
2019
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 328 |
|