Peterson Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $315K | Hold |
|
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $292K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $261K | Hold |
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|
2020
Q3 | $234K | Sell |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $287K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $737K | Sell |
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|
2017
Q4 | $851K | Buy |
|