A detailed history of Cornerstone Advisory, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 5,000 shares of FVD stock, worth $203,500. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,000
Previous 6,000 16.67%
Holding current value
$203,500
Previous $243,000 13.17%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$39.94 - $42.23 $39,940 - $42,230
-1,000 Reduced 16.67%
5,000 $211,000
Q3 2023

Nov 14, 2023

BUY
$37.39 - $41.11 $37,390 - $41,110
1,000 Added 20.0%
6,000 $224,000
Q1 2023

May 04, 2023

BUY
$38.43 - $41.37 $192,150 - $206,850
5,000 New
5,000 $200,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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