ALTA WEALTH ADVISORS LLC – First Trust Value Line Dividend Index Fund Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$968,000
portfolio value
ALTA WEALTH ADVISORS 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 | +2.88% | 757 shares | -51K | $35.79 | 27.05K |
| Q2 2022 | share | Increase | +0.20% | 52 shares | -91K | $38.81 | 26.29K |
| Q1 2022 | share | Increase | +3.13% | 796 shares | 15K | $42.3 | 26.24K |
| Q4 2021 | share | Increase | +19.06% | 4.07K shares | 257K | $42.93 | 25.44K |
| Q3 2021 | share | Increase | +18.28% | 3.30K shares | 119K | $39.2 | 21.37K |
| Q2 2021 | share | Increase | +23.69% | 3.46K shares | 164K | $39.61 | 18.06K |
| Q1 2021 | share | Increase | +15.04% | 1.91K shares | 110K | $37.65 | 14.60K |
| Q4 2020 | share | Increase | 0.00% | 12.69K shares | 445K | $34.6 | 12.69K |