Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.57M | Buy |
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|
2023
Q3 | $3.27M | Sell |
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|
2023
Q2 | $3.71M | Sell |
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|
2023
Q1 | $3.74M | Buy |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $823K | Sell |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $16.7M | Buy |
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|
2020
Q3 | $4.7M | Sell |
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|
2020
Q2 | $25.5M | Buy |
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|
2020
Q1 | $11.5M | Buy |
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|
2019
Q4 | $11.9M | Buy |
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|
2019
Q3 | $6.67M | Sell |
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|
2019
Q2 | $7.13M | Buy |
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|
2019
Q1 | $1.6M | Buy |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $604K | Buy |
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|
2018
Q2 | $519K | Buy |
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|
2018
Q1 | $449K | Sell |
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|
2017
Q4 | $466K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $761K | Buy |
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