Wealthstreet Investment Advisors’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
Q2 | – | Sell |
-10,341
| Closed | -$393K | – | 179 |
|
|
2021
Q1 | $393K | Hold |
10,341
| – | – | 0.04% | 283 |
|
|
2020
Q4 | $363K | Sell |
10,341
-3,250
| -24% | -$114K | 0.04% | 276 |
|
|
2020
Q3 | $427K | Hold |
13,591
| – | – | 0.05% | 238 |
|
|
2020
Q2 | $411K | Sell |
13,591
-700
| -5% | -$21.2K | 0.05% | 236 |
|
|
2020
Q1 | $396K | Buy |
14,291
+4,050
| +40% | +$112K | 0.06% | 215 |
|
|
2019
Q4 | $369K | Buy |
+10,241
| New | +$369K | 0.04% | 264 |
|