West Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-718
| Closed | -$32.7K | – | 215 |
|
|
2024
Q3 | $32.7K | Hold |
718
| – | – | 0.01% | 108 |
|
|
2024
Q2 | $29.3K | Hold |
718
| – | – | 0.01% | 97 |
|
|
2024
Q1 | $30.3K | Hold |
718
| – | – | 0.01% | 95 |
|
|
2023
Q4 | $29.1K | Hold |
718
| – | – | 0.01% | 95 |
|
|
2023
Q3 | $26.8K | Hold |
718
| – | – | 0.01% | 96 |
|
|
2023
Q2 | $28.8K | Hold |
718
| – | – | 0.01% | 95 |
|
|
2023
Q1 | $28.8K | Hold |
718
| – | – | 0.01% | 94 |
|
|
2022
Q4 | $28.7K | Hold |
718
| – | – | 0.01% | 94 |
|
|
2022
Q3 | $26K | Hold |
718
| – | – | 0.01% | 119 |
|
|
2022
Q2 | $28K | Hold |
718
| – | – | 0.01% | 112 |
|
|
2022
Q1 | $30K | Hold |
718
| – | – | 0.01% | 114 |
|
|
2021
Q4 | $31K | Buy |
+718
| New | +$31K | 0.01% | 124 |
|