Okabena Investment Services’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
2023
Q4
Sell
-1,346
Closed -$50.3K 118
2023
Q3
$50.3K Hold
1,346
0.04% 68
2023
Q2
$54K Buy
+1,346
New +$54K 0.04% 70