Migdal Insurance & Financial Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98K | Sell |
2,191
-258
| -11% | -$11.5K | ﹤0.01% | 231 |
|
|
2025
Q1 | $109K | Sell |
2,449
-53
| -2% | -$2.36K | ﹤0.01% | 246 |
|
|
2024
Q4 | $109K | Sell |
2,502
-349
| -12% | -$15.2K | ﹤0.01% | 227 |
|
|
2024
Q3 | $130K | Sell |
2,851
-1,188
| -29% | -$54.2K | ﹤0.01% | 225 |
|
|
2024
Q2 | $165K | Sell |
4,039
-1,640
| -29% | -$67K | ﹤0.01% | 221 |
|
|
2024
Q1 | $240K | Sell |
5,679
-642
| -10% | -$27.1K | ﹤0.01% | 202 |
|
|
2023
Q4 | $256K | Buy |
6,321
+322
| +5% | +$13K | 0.01% | 221 |
|
|
2023
Q3 | $224K | Buy |
5,999
+3,555
| +145% | +$133K | ﹤0.01% | 223 |
|
|
2023
Q2 | $98K | Sell |
2,444
-41,516
| -94% | -$1.66M | ﹤0.01% | 263 |
|
|
2023
Q1 | $1.77M | Sell |
43,960
-77,050
| -64% | -$3.09M | 0.04% | 121 |
|
|
2022
Q4 | $4.83M | Buy |
121,010
+3,326
| +3% | +$133K | 0.11% | 79 |
|
|
2022
Q3 | $4.24M | Buy |
117,684
+48,807
| +71% | +$1.76M | 0.1% | 88 |
|
|
2022
Q2 | $2.67M | Buy |
+68,877
| New | +$2.67M | 0.06% | 92 |
|