Advantage Investment Management’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $6K | Hold |
1,035
| – | – | ﹤0.01% | 732 |
|
|
2019
Q2 | $6K | Hold |
1,035
| – | – | ﹤0.01% | 745 |
|
|
2019
Q1 | $6K | Hold |
1,035
| – | – | ﹤0.01% | 729 |
|
|
2018
Q4 | $5K | Hold |
1,035
| – | – | ﹤0.01% | 787 |
|
|
2018
Q3 | $7K | Sell |
1,035
-376
| -27% | -$2.54K | ﹤0.01% | 784 |
|
|
2018
Q2 | $8K | Buy |
1,411
+463
| +49% | +$2.63K | 0.01% | 681 |
|
|
2018
Q1 | $6K | Hold |
948
| – | – | ﹤0.01% | 763 |
|
|
2017
Q4 | $6K | Buy |
948
+792
| +508% | +$5.01K | ﹤0.01% | 787 |
|
|
2017
Q3 | $1K | Buy |
+156
| New | +$1K | ﹤0.01% | 984 |
|