A detailed history of Waterloo Capital, L.P. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Waterloo Capital, L.P. holds 37,492 shares of FVD stock, worth $1.72 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
37,492
Previous 44,501 15.75%
Holding current value
$1.72 Million
Previous $1.81 Billion 5.95%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Nov 14, 2024

SELL
$40.45 - $45.49 $283,514 - $318,839
-7,009 Reduced 15.75%
37,492 $1.71 Billion
Q2 2024

Aug 12, 2024

SELL
$39.94 - $42.43 $546,099 - $580,145
-13,673 Reduced 23.5%
44,501 $1.81 Billion
Q1 2024

May 13, 2024

SELL
$39.94 - $42.23 $88,107 - $93,159
-2,206 Reduced 3.65%
58,174 $2.46 Billion
Q4 2023

Feb 13, 2024

BUY
$36.09 - $40.63 $1.63 Million - $1.83 Million
45,097 Added 295.08%
60,380 $2.45 Billion
Q3 2023

Nov 14, 2023

BUY
$37.39 - $41.11 $571,431 - $628,284
15,283 New
15,283 $571 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 Waterloo Capital, L.P. Portfolio

Follow Waterloo Capital, L.P. 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 Waterloo Capital, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Waterloo Capital, L.P. with notifications on news.