San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $556K | Buy |
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|
2021
Q1 | $526K | Sell |
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|
2020
Q4 | $509K | Buy |
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|
2020
Q3 | $439K | Sell |
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|
2020
Q2 | $441K | Buy |
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|
2020
Q1 | $347K | Buy |
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|
2019
Q4 | $422K | Buy |
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|
2019
Q3 | $40K | Buy |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $17K | Hold |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $18K | Hold |
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|
2017
Q4 | $19K | Hold |
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|
2017
Q3 | $18K | Buy |
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