AWS
AJ Wealth Strategies’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-205,052
| Closed | -$3.45M | – | 296 |
|
|
2022
Q4 | $3.45M | Buy |
205,052
+59,484
| +41% | +$999K | 0.18% | 63 |
|
|
2022
Q3 | $2.43M | Sell |
145,568
-127,979
| -47% | -$2.14M | 0.14% | 72 |
|
|
2022
Q2 | $4.71M | Buy |
+273,547
| New | +$4.71M | 0.25% | 47 |
|
|
2020
Q1 | – | Sell |
-13,000
| Closed | -$261K | – | 182 |
|
|
2019
Q4 | $261K | Hold |
13,000
| – | – | 0.03% | 103 |
|
|
2019
Q3 | $256K | Hold |
13,000
| – | – | 0.03% | 97 |
|
|
2019
Q2 | $252K | Buy |
+13,000
| New | +$252K | 0.04% | 86 |
|