Winslow Evans & Crocker’s First TrustValue Line 100 Exchange-Traded FVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $7.01K | Hold |
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|
2017
Q4 | $7.01K | Hold |
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|
2017
Q3 | $6.74K | Hold |
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|
2017
Q2 | $6.38K | Hold |
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|
2017
Q1 | $6.5K | Hold |
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|
2016
Q4 | $6.49K | Hold |
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|
2016
Q3 | $6.22K | Hold |
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|
2016
Q2 | $6.1K | Hold |
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|
2016
Q1 | $5.81K | Hold |
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|
2015
Q4 | $5.94K | Hold |
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|
2015
Q3 | $5.73K | Hold |
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|
2015
Q2 | $6.27K | Hold |
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|
2015
Q1 | $6.44K | Hold |
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|
2014
Q4 | $6.13K | Hold |
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|
2014
Q3 | $5.81K | Hold |
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|
2014
Q2 | $6.12K | Hold |
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|
2014
Q1 | $5.78K | Hold |
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|
2013
Q4 | $6K | Buy |
|