WR Wealth Planners’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
Q3 | – | Sell |
-100
| Closed | -$4.08K | – | 1165 |
|
|
2024
Q2 | $4.08K | Hold |
100
| – | – | ﹤0.01% | 753 |
|
|
2024
Q1 | $4.22K | Buy |
+100
| New | +$4.22K | ﹤0.01% | 752 |
|
|
2023
Q4 | – | Sell |
-172
| Closed | -$6.43K | – | 438 |
|
|
2023
Q3 | $6.43K | Hold |
172
| – | – | ﹤0.01% | 637 |
|
|
2023
Q2 | $6.9K | Buy |
+172
| New | +$6.9K | ﹤0.01% | 631 |
|