MinichMacGregor Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-950
| Closed | -$37.9K | – | 290 |
|
|
2022
Q4 | $37.9K | Buy |
+950
| New | +$37.9K | 0.01% | 217 |
|
|
2018
Q4 | – | Sell |
-845
| Closed | -$26K | – | 233 |
|
|
2018
Q3 | $26K | Hold |
845
| – | – | 0.02% | 187 |
|
|
2018
Q2 | $25K | Hold |
845
| – | – | 0.02% | 181 |
|
|
2018
Q1 | $25K | Hold |
845
| – | – | 0.02% | 184 |
|
|
2017
Q4 | $26K | Hold |
845
| – | – | 0.02% | 169 |
|
|
2017
Q3 | $25K | Hold |
845
| – | – | 0.02% | 168 |
|
|
2017
Q2 | $24K | Hold |
845
| – | – | 0.02% | 167 |
|
|
2017
Q1 | $24K | Hold |
845
| – | – | 0.02% | 158 |
|
|
2016
Q4 | $23K | Hold |
845
| – | – | 0.02% | 159 |
|
|
2016
Q3 | $22K | Hold |
845
| – | – | 0.02% | 174 |
|
|
2016
Q2 | $22K | Hold |
845
| – | – | 0.02% | 172 |
|
|
2016
Q1 | $21K | Buy |
+845
| New | +$21K | 0.02% | 169 |
|