A detailed history of Brewin Dolphin Wealth Management LTD transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Brewin Dolphin Wealth Management LTD holds 24,520 shares of FVD stock, worth $1.09 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
24,520
Previous 25,195 2.68%
Holding current value
$1.09 Million
Previous $1.07 Million 10.69%
% of portfolio
0.1%
Previous 0.12%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Nov 14, 2022

SELL
$37.24 - $43.02 $25,137 - $29,038
-675 Reduced 2.68%
24,520 $952,000
Q1 2022

Nov 14, 2022

BUY
$39.95 - $43.09 $7,990 - $8,618
200 Added 0.8%
25,195 $1.07 Million
Q4 2021

Nov 14, 2022

BUY
$39.46 - $43.04 $986,302 - $1.08 Million
24,995 New
24,995 $1.08 Million
Q2 2021

Nov 09, 2023

BUY
$38.16 - $40.72 $116,769 - $124,603
3,060 Added 18.65%
19,465 $774 Million
Q1 2021

Nov 09, 2023

BUY
$34.56 - $38.32 $72,576 - $80,472
2,100 Added 14.68%
16,405 $623 Million
Q4 2020

Nov 09, 2023

SELL
$31.33 - $35.27 $25,847 - $29,097
-825 Reduced 5.45%
14,305 $502 Million
Q3 2020

Nov 09, 2023

BUY
$29.87 - $32.88 $10,454 - $11,508
350 Added 2.37%
15,130 $476 Million
Q2 2020

Nov 09, 2023

SELL
$26.27 - $33.19 $255,869 - $323,270
-9,740 Reduced 39.72%
14,780 $448 Million
Q1 2020

Nov 09, 2023

BUY
$23.88 - $36.88 $177,906 - $274,756
7,450 Added 109.08%
14,280 $395 Million
Q4 2019

Nov 09, 2023

SELL
$33.78 - $36.07 $10,134 - $10,821
-300 Reduced 4.21%
6,830 $246 Million
Q3 2019

Nov 09, 2023

BUY
$32.88 - $35.03 $23,016 - $24,521
700 Added 10.89%
7,130 $249 Million
Q1 2019

Nov 09, 2023

SELL
$28.59 - $32.53 $517,193 - $588,467
-18,090 Reduced 73.78%
6,430 $209 Million
Q3 2018

Nov 09, 2023

SELL
$30.25 - $32.16 $547,222 - $581,774
-18,090 Reduced 73.78%
6,430 $203 Million
Q1 2018

Nov 09, 2023

BUY
$29.04 - $31.85 $153,331 - $168,168
5,280 Added 459.13%
6,430 $192 Million
Q3 2017

Nov 09, 2023

SELL
$29.69 - $29.75 $693,855 - $695,257
-23,370
1,150 $34.2 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Brewin Dolphin Wealth Management LTD Portfolio

Follow Brewin Dolphin Wealth Management LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brewin Dolphin Wealth Management LTD, based on Form 13F filings with the SEC.

News

Stay updated on Brewin Dolphin Wealth Management LTD with notifications on news.