Planning Directions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $506K | Sell |
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|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $540K | Sell |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $777K | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.82M | Sell |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $1.76M | Buy |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $1.58M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.92M | Sell |
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|
2019
Q3 | $1.92M | Buy |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $1.62M | Sell |
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|
2018
Q3 | $1.79M | Sell |
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|
2018
Q2 | $1.74M | Sell |
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|
2018
Q1 | $1.75M | Buy |
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