Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-840
| Closed | -$33K | – | 182 |
|
|
2021
Q3 | $33K | Hold |
840
| – | – | 0.02% | 188 |
|
|
2021
Q2 | $33K | Hold |
840
| – | – | 0.02% | 174 |
|
|
2021
Q1 | $32K | Hold |
840
| – | – | 0.02% | 168 |
|
|
2020
Q4 | $29K | Hold |
840
| – | – | 0.02% | 154 |
|
|
2020
Q3 | $26K | Hold |
840
| – | – | 0.02% | 159 |
|
|
2020
Q2 | $25K | Hold |
840
| – | – | 0.02% | 143 |
|
|
2020
Q1 | $23K | Hold |
840
| – | – | 0.02% | 138 |
|
|
2019
Q4 | $30K | Buy |
+840
| New | +$30K | 0.02% | 140 |
|