O'Dell Group’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
Q1 | – | Sell |
-231
| Closed | -$9.37K | – | 234 |
|
|
2023
Q4 | $9.37K | Buy |
+231
| New | +$9.37K | ﹤0.01% | 357 |
|
|
2023
Q3 | – | Sell |
-75
| Closed | -$3.01K | – | 218 |
|
|
2023
Q2 | $3.01K | Buy |
+75
| New | +$3.01K | ﹤0.01% | 421 |
|
|
2022
Q4 | – | Sell |
-75
| Closed | -$3K | – | 196 |
|
|
2022
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 357 |
|
|
2022
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 376 |
|
|
2022
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 421 |
|
|
2021
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 430 |
|
|
2021
Q3 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 417 |
|