A detailed history of Total Clarity Wealth Management, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 7,394 shares of FVD stock, worth $339,680. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,394
Previous 7,499 1.4%
Holding current value
$339,680
Previous $305,000 10.16%
% of portfolio
0.11%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$40.45 - $45.49 $4,247 - $4,776
-105 Reduced 1.4%
7,394 $336,000
Q2 2024

Aug 09, 2024

BUY
$39.94 - $42.43 $26,959 - $28,640
675 Added 9.89%
7,499 $305,000
Q1 2024

Apr 22, 2024

BUY
$39.94 - $42.23 $8,467 - $8,952
212 Added 3.21%
6,824 $288,000
Q4 2023

Jan 23, 2024

BUY
$36.09 - $40.63 $4,655 - $5,241
129 Added 1.99%
6,612 $268,000
Q3 2023

Oct 24, 2023

SELL
$37.39 - $41.11 $7,739 - $8,509
-207 Reduced 3.09%
6,483 $242,000
Q2 2023

Jul 24, 2023

SELL
$38.66 - $40.72 $1,005 - $1,058
-26 Reduced 0.39%
6,690 $268,000
Q1 2023

May 04, 2023

BUY
$38.43 - $41.37 $3,420 - $3,681
89 Added 1.34%
6,716 $269,000
Q4 2022

Feb 03, 2023

BUY
$35.61 - $41.46 $235,987 - $274,755
6,627 New
6,627 $264,000
Q2 2022

Jul 29, 2022

BUY
$37.24 - $43.02 $170,149 - $196,558
4,569 New
4,569 $177,000
Q1 2022

Apr 29, 2022

SELL
$39.95 - $43.09 $103,190 - $111,301
-2,583 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$39.46 - $43.04 $32,751 - $35,723
830 Added 47.35%
2,583 $111,000
Q3 2021

Oct 21, 2021

BUY
$39.2 - $41.72 $68,717 - $73,135
1,753 New
1,753 $69,000
Q2 2021

Jul 26, 2021

SELL
$38.16 - $40.72 $62,277 - $66,455
-1,632 Closed
0 $0
Q1 2021

May 05, 2021

BUY
$34.56 - $38.32 $56,401 - $62,538
1,632 New
1,632 $62,000
Q1 2020

Apr 24, 2020

SELL
$23.88 - $36.88 $27,462 - $42,412
-1,150 Closed
0 $0
Q4 2019

Feb 27, 2020

BUY
$33.78 - $36.07 $38,847 - $41,480
1,150 New
1,150 $41,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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