McKinley Carter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.69M | Sell |
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|
2025
Q2 | $1.76M | Sell |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.91M | Sell |
|
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.93M | Sell |
|
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $2.07M | Sell |
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|
2023
Q2 | $2.44M | Sell |
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $2.49M | Sell |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $2.44M | Sell |
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|
2022
Q1 | $3.15M | Sell |
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|
2021
Q4 | $3.31M | Sell |
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|
2021
Q3 | $3.19M | Sell |
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|
2021
Q2 | $3.26M | Sell |
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|
2021
Q1 | $3.36M | Buy |
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|
2020
Q4 | $3.09M | Buy |
|