SPWG
Sage Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-507
| Closed | -$18K | – | 92 |
|
|
2022
Q3 | $18K | Buy |
507
+2
| +0.4% | +$71 | 0.02% | 116 |
|
|
2022
Q2 | $20K | Buy |
505
+3
| +0.6% | +$119 | 0.03% | 116 |
|
|
2022
Q1 | $21K | Buy |
502
+2
| +0.4% | +$84 | 0.02% | 115 |
|
|
2021
Q4 | $21K | Buy |
500
+2
| +0.4% | +$84 | 0.03% | 115 |
|
|
2021
Q3 | $20K | Buy |
498
+2
| +0.4% | +$80 | 0.03% | 117 |
|
|
2021
Q2 | $20K | Buy |
496
+2
| +0.4% | +$81 | 0.03% | 112 |
|
|
2021
Q1 | $19K | Buy |
494
+3
| +0.6% | +$115 | 0.03% | 119 |
|
|
2020
Q4 | $17K | Buy |
+491
| New | +$17K | 0.05% | 111 |
|