WealthPlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-529
| Closed | -$21.2K | – | 228 |
|
|
2023
Q2 | $21.2K | Hold |
529
| – | – | 0.01% | 236 |
|
|
2023
Q1 | $21.2K | Sell |
529
-34,788
| -99% | -$1.4M | ﹤0.01% | 292 |
|
|
2022
Q4 | $1.44M | Sell |
35,317
-3,079
| -8% | -$126K | 0.1% | 144 |
|
|
2022
Q3 | $1.56M | Buy |
+38,396
| New | +$1.56M | 0.11% | 132 |
|
|
2022
Q1 | $1.58M | Buy |
+38,985
| New | +$1.58M | 0.11% | 132 |
|