A detailed history of Formidable Asset Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Formidable Asset Management, LLC holds 19,769 shares of FVD stock, worth $881,302. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,769
Previous 17,899 10.45%
Holding current value
$881,302
Previous $755,000 6.62%
% of portfolio
0.13%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$39.94 - $42.43 $74,687 - $79,344
1,870 Added 10.45%
19,769 $805,000
Q1 2024

May 15, 2024

BUY
$39.94 - $42.23 $714,886 - $755,874
17,899 New
17,899 $755,000
Q2 2021

Aug 06, 2021

SELL
$38.16 - $40.72 $253,229 - $270,217
-6,636 Closed
0 $0
Q1 2021

May 12, 2021

SELL
$34.56 - $38.32 $111,525 - $123,658
-3,227 Reduced 32.72%
6,636 $253,000
Q4 2020

Jan 29, 2021

SELL
$31.33 - $35.27 $17,576 - $19,786
-561 Reduced 5.38%
9,863 $341,000
Q3 2020

Nov 13, 2020

BUY
$29.87 - $32.88 $13,770 - $15,157
461 Added 4.63%
10,424 $332,000
Q2 2020

Aug 13, 2020

SELL
$26.27 - $33.19 $3.08 Million - $3.89 Million
-117,296 Reduced 92.17%
9,963 $311,000
Q1 2020

Jun 01, 2020

SELL
$23.88 - $36.88 $587,877 - $907,911
-24,618 Reduced 16.21%
127,259 $3.52 Million
Q4 2019

Feb 13, 2020

BUY
$33.78 - $36.07 $753,733 - $804,829
22,313 Added 17.22%
151,877 $5.49 Million
Q3 2019

Nov 08, 2019

SELL
$32.88 - $35.03 $85,520 - $91,113
-2,601 Reduced 1.97%
129,564 $4.52 Million
Q2 2019

Oct 15, 2019

BUY
$32.21 - $34.04 $3.6 Million - $3.81 Million
111,818 Added 549.56%
132,165 $4.46 Million
Q1 2019

Oct 15, 2019

BUY
$28.59 - $32.53 $252,192 - $286,947
8,821 Added 76.53%
20,347 $347,000
Q4 2018

Feb 06, 2019

SELL
$27.8 - $31.88 $8,312 - $9,532
-299 Reduced 2.53%
11,526 $335,000
Q3 2018

Nov 07, 2018

SELL
$30.25 - $32.16 $18,150 - $19,295
-600 Reduced 4.83%
11,825 $374,000
Q1 2018

May 04, 2018

SELL
$29.04 - $31.85 $11,616 - $12,740
-400 Reduced 3.12%
12,425 $371,000
Q3 2017

Nov 13, 2017

BUY
$29.69 - $29.75 $380,774 - $381,543
12,825
12,825 $382,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
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