Newport Wealth Strategies’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $813K | Hold |
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|
2021
Q2 | $824K | Hold |
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|
2021
Q1 | $787K | Hold |
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|
2020
Q4 | $652K | Hold |
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|
2020
Q3 | $654K | Hold |
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|
2020
Q2 | $628K | Hold |
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|
2020
Q1 | $621K | Sell |
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|
2019
Q4 | $804K | Buy |
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|
2019
Q3 | $760K | Hold |
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|
2019
Q2 | $742K | Buy |
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|
2019
Q1 | $710K | Buy |
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|
2018
Q4 | $645K | Sell |
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|
2018
Q3 | $674K | Buy |
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|
2018
Q2 | $668K | Sell |
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|
2018
Q1 | $675K | Buy |
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|
2017
Q4 | $709K | Buy |
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