Waterfront Wealth Inc. First Tr Value Line Divid Inde Transaction History

Waterfront Wealth Inc.

  • $400 Million
  • Q3 2024

A detailed history of Waterfront Wealth Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Waterfront Wealth Inc. holds 8,986 shares of FVD stock, worth $399,966. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,986
Previous 8,986 -0.0%
Holding current value
$399,966
Previous $366,000 11.48%
% of portfolio
0.1%
Previous 0.1%

Shares

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

May 13, 2024
SELL
$39.94 - $42.23 $28,956 - $30,616
-725 Reduced 7.47%
8,986 $379,000
Q4 2023

Jan 31, 2024
BUY
$36.09 - $40.63 $4,872 - $5,485
135 Added 1.41%
9,711 $393,000
Q3 2023

Nov 09, 2023
BUY
$37.39 - $41.11 $19,891 - $21,870
532 Added 5.88%
9,576 $358,000
Q2 2023

Jul 28, 2023
BUY
$38.66 - $40.72 $5,798 - $6,108
150 Added 1.69%
9,044 $362,000
Q4 2022

Jan 30, 2023
BUY
$35.61 - $41.46 $4,273 - $4,975
120 Added 1.37%
8,894 $354,000
Q3 2022

Nov 01, 2022
BUY
$35.79 - $42.23 $52,432 - $61,866
1,465 Added 20.04%
8,774 $337,000
Q2 2022

Jul 25, 2022
BUY
$37.24 - $43.02 $1,117 - $1,290
30 Added 0.41%
7,309 $284,000
Q1 2022

May 13, 2022
BUY
$39.95 - $43.09 $31,560 - $34,041
790 Added 12.17%
7,279 $310,000
Q4 2021

Feb 14, 2022
BUY
$39.46 - $43.04 $8,681 - $9,468
220 Added 3.51%
6,489 $279,000
Q3 2021

Nov 02, 2021
BUY
$39.2 - $41.72 $11,956 - $12,724
305 Added 5.11%
6,269 $246,000
Q2 2021

Aug 04, 2021
BUY
$38.16 - $40.72 $9,540 - $10,180
250 Added 4.38%
5,964 $237,000
Q4 2020

Feb 16, 2021
BUY
$31.33 - $35.27 $179,019 - $201,532
5,714 New
5,714 $200,000

Others Institutions Holding FVD

# of Institutions
593
Shares Held
137M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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