Sterling Manor Financial’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 |
-5,162
| Closed | -$206K | – | 61 |
|
|
2022
Q4 | $206K | Buy |
+5,162
| New | +$206K | 0.23% | 49 |
|
|
2021
Q4 | – | Sell |
-5,762
| Closed | -$226K | – | 86 |
|
|
2021
Q3 | $226K | Hold |
5,762
| – | – | 0.19% | 69 |
|
|
2021
Q2 | $229K | Hold |
5,762
| – | – | 0.18% | 75 |
|
|
2021
Q1 | $219K | Hold |
5,762
| – | – | 0.19% | 74 |
|
|
2020
Q4 | $202K | Buy |
+5,762
| New | +$202K | 0.19% | 69 |
|