WKSWA
White Knight Strategic Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
5,827
-650
| -10% | -$29.1K | 0.22% | 71 |
|
|
2025
Q1 | $289K | Sell |
6,477
-7,235
| -53% | -$323K | 0.27% | 63 |
|
|
2024
Q4 | $598K | Buy |
13,712
+6,839
| +100% | +$298K | 0.25% | 67 |
|
|
2024
Q3 | $313K | Sell |
6,873
-1,533
| -18% | -$69.7K | 0.28% | 61 |
|
|
2024
Q2 | $343K | Sell |
8,406
-543
| -6% | -$22.1K | 0.34% | 53 |
|
|
2024
Q1 | $378K | Sell |
8,949
-2,563
| -22% | -$108K | 0.39% | 48 |
|
|
2023
Q4 | $467K | Sell |
11,512
-4,253
| -27% | -$173K | 0.54% | 39 |
|
|
2023
Q3 | $589K | Sell |
15,765
-3,015
| -16% | -$113K | 0.78% | 32 |
|
|
2023
Q2 | $753K | Sell |
18,780
-4,625
| -20% | -$185K | 0.88% | 26 |
|
|
2023
Q1 | $940K | Sell |
23,405
-2,702
| -10% | -$109K | 1.18% | 22 |
|
|
2022
Q4 | $1.04M | Sell |
26,107
-9,191
| -26% | -$367K | 1.43% | 22 |
|
|
2022
Q3 | $1.26M | Sell |
35,298
-2,519
| -7% | -$90.1K | 1.81% | 16 |
|
|
2022
Q2 | $1.47M | Sell |
37,817
-5,641
| -13% | -$219K | 2.03% | 14 |
|
|
2022
Q1 | $1.84M | Sell |
43,458
-11,440
| -21% | -$484K | 1.99% | 12 |
|
|
2021
Q4 | $2.36M | Buy |
+54,898
| New | +$2.36M | 2.47% | 11 |
|