SFG WEALTH MANAGEMENT, LLC. – First Trust Value Line Dividend Index Fund Transaction History
SFG WEALTH MANAGEMENT, LLC. portfolio value:
$227,000
portfolio value
SFG WEALTH MANAGEMENT, 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 | +5.92% | 354 shares | -5K | $35.79 | 6.33K |
Q2 2022 | share | Decrease | -12.44% | -849 shares | -62K | $38.81 | 5.97K |
Q4 2021 | share | Increase | 0.00% | 6.82K shares | 294K | $42.93 | 6.82K |