Pinnacle Private Wealth’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
2022
Q2
$1.05M Buy
27,061
+938
+4% +$36.4K 0.41% 69
2022
Q1
$1.11M Sell
26,123
-1,072
-4% -$45.3K 0.34% 72
2021
Q4
$1.17M Buy
+27,195
New +$1.17M 0.37% 68