A detailed history of Sunbelt Securities, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 4,843 shares of FVD stock, worth $218,274. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,843
Previous 4,561 6.18%
Holding current value
$218,274
Previous $192,000 2.6%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 15, 2024

BUY
$39.94 - $42.43 $11,263 - $11,965
282 Added 6.18%
4,843 $197,000
Q1 2024

Apr 15, 2024

BUY
$39.94 - $42.23 $599 - $633
15 Added 0.33%
4,561 $192,000
Q4 2023

Feb 14, 2024

BUY
$36.09 - $40.63 $830 - $934
23 Added 0.51%
4,546 $184,000
Q3 2023

Dec 11, 2023

BUY
$37.39 - $41.11 $560 - $616
15 Added 0.33%
4,523 $169,000
Q2 2023

Aug 15, 2023

SELL
$38.66 - $40.72 $2,860 - $3,013
-74 Reduced 1.62%
4,508 $180,000
Q1 2023

May 17, 2023

BUY
$38.43 - $41.37 $176,086 - $189,557
4,582 New
4,582 $184,000
Q4 2019

Feb 14, 2020

BUY
$33.78 - $36.07 $176,128 - $188,068
5,214 New
5,214 $47 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 Sunbelt Securities, Inc. Portfolio

Follow Sunbelt Securities, Inc. 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 Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.