Prosperity Wealth Management’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
Q2 | – | Sell |
-6,053
| Closed | -$256K | – | 181 |
|
|
2024
Q1 | $256K | Buy |
+6,053
| New | +$256K | 0.12% | 122 |
|
|
2023
Q3 | – | Sell |
-10,719
| Closed | -$430K | – | 145 |
|
|
2023
Q2 | $430K | Sell |
10,719
-2,592
| -19% | -$104K | 0.28% | 49 |
|
|
2023
Q1 | $535K | Sell |
13,311
-302
| -2% | -$12.1K | 0.42% | 47 |
|
|
2022
Q4 | $543K | Buy |
+13,613
| New | +$543K | 0.51% | 39 |
|