MWPCG
Measured Wealth Private Client Group’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,025
| Closed | -$338K | – | 161 |
|
|
2019
Q2 | $338K | Buy |
10,025
+2,910
| +41% | +$98.1K | 0.2% | 113 |
|
|
2019
Q1 | $231K | Sell |
7,115
-600
| -8% | -$19.5K | 0.14% | 158 |
|
|
2018
Q4 | $224K | Buy |
7,715
+80
| +1% | +$2.32K | 0.2% | 88 |
|
|
2018
Q3 | $242K | Buy |
7,635
+645
| +9% | +$20.4K | 0.15% | 129 |
|
|
2018
Q2 | $211K | Buy |
+6,990
| New | +$211K | 0.17% | 133 |
|