PWAG
Polaris Wealth Advisory Group’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-967
| Closed | -$29K | – | 520 |
|
|
2018
Q2 | $29K | Sell |
967
-300
| -24% | -$9K | ﹤0.01% | 157 |
|
|
2018
Q1 | $38K | Buy |
+1,267
| New | +$38K | ﹤0.01% | 238 |
|
|
2017
Q4 | – | Sell |
-38,124
| Closed | -$1.13M | – | 152 |
|
|
2017
Q3 | $1.13M | Sell |
38,124
-8,389
| -18% | -$250K | 0.1% | 87 |
|
|
2017
Q2 | $1.36M | Buy |
+46,513
| New | +$1.36M | 0.15% | 66 |
|