Shelton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-38,629
| Closed | -$1.54M | – | 69 |
|
|
2022
Q4 | $1.54M | Sell |
38,629
-10,025
| -21% | -$400K | 1.22% | 21 |
|
|
2022
Q3 | $1.74M | Buy |
48,654
+75
| +0.2% | +$2.68K | 1.55% | 20 |
|
|
2022
Q2 | $1.89M | Sell |
48,579
-7,809
| -14% | -$303K | 1.6% | 19 |
|
|
2022
Q1 | $2.39M | Sell |
56,388
-15,229
| -21% | -$644K | 1.88% | 15 |
|
|
2021
Q4 | $3.08M | Buy |
+71,617
| New | +$3.08M | 2.43% | 13 |
|