AWM
FPL
Adams Wealth Management’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-32,542
| Closed | -$117K | – | 353 |
|
|
2020
Q3 | $117K | Sell |
32,542
-20,101
| -38% | -$72.3K | 0.09% | 77 |
|
|
2020
Q2 | $226K | Buy |
52,643
+34,207
| +186% | +$147K | 0.23% | 68 |
|
|
2020
Q1 | $66K | Sell |
18,436
-6,217
| -25% | -$22.3K | 0.08% | 68 |
|
|
2019
Q4 | $230K | Buy |
+24,653
| New | +$230K | 0.19% | 88 |
|