TimeScale 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
Q2 | $103K | Hold |
2,567
| – | – | 0.02% | 152 |
|
|
2023
Q1 | $103K | Buy |
+2,567
| New | +$103K | 0.02% | 147 |
|
|
2022
Q1 | – | Sell |
-212
| Closed | -$9K | – | 541 |
|
|
2021
Q4 | $9K | Hold |
212
| – | – | ﹤0.01% | 315 |
|
|
2021
Q3 | $8K | Hold |
212
| – | – | ﹤0.01% | 331 |
|
|
2021
Q2 | $8K | Sell |
212
-695
| -77% | -$26.2K | ﹤0.01% | 340 |
|
|
2021
Q1 | $34K | Buy |
+907
| New | +$34K | 0.01% | 206 |
|