WealthSource Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1M Hold
2023
Q3
$922K Hold
2023
Q2
$989K Sell
2023
Q1
$1.13M Sell
2022
Q4
$1.13M Buy
2022
Q2
Sell
2022
Q1
$201K Buy
2020
Q1
Sell
2019
Q4
$249K Buy
2019
Q3
$219K Sell
2019
Q2
$223K Buy