Placemark Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $291K | Buy |
12,060
+1,330
| +12% | +$32.1K | 0.01% | 1418 |
|
|
2014
Q3 | $241K | Sell |
10,730
-3,527
| -25% | -$79.2K | ﹤0.01% | 1490 |
|
|
2014
Q2 | $326K | Buy |
14,257
+366
| +3% | +$8.37K | 0.01% | 1353 |
|
|
2014
Q1 | $304K | Buy |
13,891
+178
| +1% | +$3.9K | 0.01% | 1337 |
|
|
2013
Q4 | $293K | Buy |
13,713
+2,065
| +18% | +$44.1K | ﹤0.01% | 1368 |
|
|
2013
Q3 | $233K | Buy |
+11,648
| New | +$233K | ﹤0.01% | 1420 |
|