Nilsine Partners’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 | $246K | Sell |
5,499
-550
| -9% | -$24.6K | 0.02% | 345 |
|
|
2025
Q1 | $270K | Hold |
6,049
| – | – | 0.03% | 317 |
|
|
2024
Q4 | $264K | Buy |
6,049
+560
| +10% | +$24.4K | 0.03% | 327 |
|
|
2024
Q3 | $250K | Sell |
5,489
-100
| -2% | -$4.55K | 0.03% | 303 |
|
|
2024
Q2 | $228K | Hold |
5,589
| – | – | 0.03% | 305 |
|
|
2024
Q1 | $236K | Hold |
5,589
| – | – | 0.03% | 309 |
|
|
2023
Q4 | $227K | Sell |
5,589
-500
| -8% | -$20.3K | 0.03% | 301 |
|
|
2023
Q3 | $228K | Buy |
6,089
+956
| +19% | +$35.7K | 0.03% | 314 |
|
|
2023
Q2 | $206K | Sell |
5,133
-504
| -9% | -$20.2K | 0.03% | 335 |
|
|
2023
Q1 | $226K | Buy |
+5,637
| New | +$226K | 0.04% | 316 |
|