A detailed history of Weitzel Financial Services, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 6,954 shares of FVD stock, worth $310,009. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,954
Previous 6,954 -0.0%
Holding current value
$310,009
Previous $283,000 11.66%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Apr 10, 2024

SELL
$39.94 - $42.23 $4,193 - $4,434
-105 Reduced 1.49%
6,954 $293,000
Q4 2023

Feb 14, 2024

SELL
$36.09 - $40.63 $17,611 - $19,827
-488 Reduced 6.47%
7,059 $286,000
Q3 2023

Nov 09, 2023

BUY
$37.39 - $41.11 $2,131 - $2,343
57 Added 0.76%
7,547 $282,000
Q2 2023

Jul 07, 2023

BUY
$38.66 - $40.72 $25,283 - $26,630
654 Added 9.57%
7,490 $300,000
Q1 2023

Apr 05, 2023

BUY
$38.43 - $41.37 $20,098 - $21,636
523 Added 8.28%
6,836 $274,000
Q4 2022

Feb 10, 2023

SELL
$35.61 - $41.46 $34,541 - $40,216
-970 Reduced 13.32%
6,313 $251,000
Q3 2022

Oct 21, 2022

SELL
$35.79 - $42.23 $680 - $802
-19 Reduced 0.26%
7,283 $0
Q2 2022

Jul 11, 2022

BUY
$37.24 - $43.02 $84,609 - $97,741
2,272 Added 45.17%
7,302 $283,000
Q1 2022

Apr 07, 2022

BUY
$39.95 - $43.09 $6,591 - $7,109
165 Added 3.39%
5,030 $212,000
Q4 2021

Jan 13, 2022

BUY
$39.46 - $43.04 $191,972 - $209,389
4,865 New
4,865 $209 Million
Q1 2021

May 14, 2021

SELL
$34.56 - $38.32 $199,134 - $220,799
-5,762 Closed
0 $0
Q4 2020

Feb 22, 2021

BUY
$31.33 - $35.27 $180,523 - $203,225
5,762 New
5,762 $206,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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