IAG WEALTH PARTNERS, LLC – First Trust Value Line Dividend Index Fund Transaction History
IAG WEALTH PARTNERS, LLC portfolio value:
$537,000
portfolio value
IAG WEALTH PARTNERS, LLC quarter portfolio value change:
-7.78%
quarter
First Trust Value Line Dividend Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.05% | 2.4K shares | 48K | $35.79 | 15.00K |
| Q2 2022 | share | Decrease | -2.58% | -334 shares | -58K | $38.81 | 12.60K |
| Q1 2022 | share | Decrease | -1.75% | -231 shares | -20K | $42.3 | 12.93K |
| Q4 2021 | share | Decrease | -0.64% | -85 shares | 47K | $42.93 | 13.16K |
| Q3 2021 | share | Increase | +4.33% | 550 shares | 14K | $39.2 | 13.25K |
| Q2 2021 | share | Decrease | -5.99% | -809 shares | -8K | $39.61 | 12.70K |
| Q1 2021 | share | Decrease | -4.81% | -683 shares | 16K | $37.65 | 13.51K |
| Q4 2020 | share | Decrease | -10.56% | -1.67K shares | -2K | $34.6 | 14.19K |
| Q3 2020 | share | 0.00% | 0 shares | 18K | $30.85 | 15.86K | |
| Q2 2020 | share | Increase | +6.18% | 924 shares | 68K | $29.56 | 15.86K |
| Q1 2020 | share | Increase | +26.37% | 3.11K shares | -13K | $26.79 | 14.94K |
| Q4 2019 | share | Increase | 0.00% | 11.82K shares | 427K | $34.63 | 11.82K |