Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,235
| Closed | -$40K | – | 1051 |
|
|
2019
Q1 | $40K | Buy |
1,235
+197
| +19% | +$6.38K | ﹤0.01% | 970 |
|
|
2018
Q4 | $30K | Hold |
1,038
| – | – | ﹤0.01% | 1052 |
|
|
2018
Q3 | $33K | Hold |
1,038
| – | – | ﹤0.01% | 1104 |
|
|
2018
Q2 | $31K | Hold |
1,038
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q1 | $31K | Hold |
1,038
| – | – | ﹤0.01% | 1152 |
|
|
2017
Q4 | $32K | Hold |
1,038
| – | – | ﹤0.01% | 1164 |
|
|
2017
Q3 | $31K | Buy |
+1,038
| New | +$31K | ﹤0.01% | 1147 |
|