Private Portfolio Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $411K | Buy |
9,412
+2,201
| +31% | +$96K | 0.08% | 195 |
|
|
2024
Q3 | $328K | Buy |
7,211
+788
| +12% | +$35.8K | 0.06% | 213 |
|
|
2024
Q2 | $262K | Buy |
6,423
+166
| +3% | +$6.77K | 0.21% | 75 |
|
|
2024
Q1 | $264K | Buy |
6,257
+32
| +0.5% | +$1.35K | 0.06% | 233 |
|
|
2023
Q4 | $252K | Buy |
6,225
+149
| +2% | +$6.04K | 0.06% | 229 |
|
|
2023
Q3 | $227K | Buy |
+6,076
| New | +$227K | 0.06% | 229 |
|