Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,012
| Closed | -$374K | – | 600 |
|
|
2023
Q3 | $374K | Hold |
10,012
| – | – | 0.02% | 424 |
|
|
2023
Q2 | $401K | Sell |
10,012
-1,318
| -12% | -$52.8K | 0.03% | 369 |
|
|
2023
Q1 | $455K | Sell |
11,330
-1,265
| -10% | -$50.8K | 0.04% | 336 |
|
|
2022
Q4 | $503K | Hold |
12,595
| – | – | 0.05% | 305 |
|
|
2022
Q3 | $451K | Buy |
+12,595
| New | +$451K | 0.05% | 292 |
|
|
2019
Q3 | – | Sell |
-873
| Closed | -$295 | – | 290 |
|
|
2019
Q2 | $295 | Buy |
+873
| New | +$295 | 0.01% | 462 |
|