Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $687K | Buy |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $340K | Sell |
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|
2020
Q1 | $462K | Buy |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | $232K | Buy |
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|
2019
Q2 | $18K | Sell |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $32K | Hold |
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|
2018
Q3 | $32K | Sell |
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|
2018
Q2 | $44K | Hold |
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|
2018
Q1 | $41.8K | Sell |
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|
2017
Q4 | $116K | Hold |
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|
2017
Q3 | $112K | Sell |
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|
2017
Q2 | $493K | Buy |
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|
2017
Q1 | $401K | Buy |
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|
2016
Q4 | $185K | Buy |
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|
2016
Q3 | $151K | Buy |
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|
2016
Q2 | $133K | Buy |
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|
2016
Q1 | $12.9K | Hold |
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|
2015
Q4 | $11.9K | Sell |
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|
2015
Q3 | $14.8K | Hold |
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|
2015
Q2 | $15.2K | Sell |
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|
2015
Q1 | $124K | Sell |
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|
2014
Q4 | $144K | Sell |
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|
2014
Q3 | $323K | Buy |
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|
2014
Q2 | $137K | Hold |
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|
2014
Q1 | $131K | Sell |
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|
2013
Q4 | $134K | Buy |
|