Sutton Place Investors’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
Q3
Sell
-19,350
Closed -$776K 79
2023
Q2
$776K Sell
19,350
-1,821
-9% -$73K 1.08% 30
2023
Q1
$850K Buy
21,171
+741
+4% +$29.8K 1.15% 27
2022
Q4
$815K Buy
20,430
+1,270
+7% +$50.7K 1.16% 26
2022
Q3
$686K Buy
+19,160
New +$686K 1.04% 31