Mowery & Schoenfeld 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
2024 Q4	–	Sell	-567	Closed	-$25.8K	–	498
2024 Q3	$25.8K	Sell	567 -2,187	-79%	-$99.5K	0.04%	138
2024 Q2	$112K	Buy	+2,754	New	+$112K	0.16%	60