WealthShield Partners’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
Q3 | – | Sell |
-14,233
| Closed | -$566K | – | 423 |
|
|
2021
Q2 | $566K | Sell |
14,233
-85
| -0.6% | -$3.38K | 0.09% | 156 |
|
|
2021
Q1 | $544K | Buy |
14,318
+408
| +3% | +$15.5K | 0.1% | 148 |
|
|
2020
Q4 | $487K | Buy |
+13,910
| New | +$487K | 0.09% | 175 |
|
|
2018
Q1 | – | Sell |
-11,269
| Closed | -$347K | – | 241 |
|
|
2017
Q4 | $347K | Buy |
+11,269
| New | +$347K | 0.21% | 86 |
|