AllSquare Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.9K | Hold |
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|
2025
Q1 | $64.4K | Hold |
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|
2024
Q4 | $63K | Hold |
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|
2024
Q3 | $68.4K | Hold |
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|
2024
Q2 | $64.3K | Hold |
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|
2024
Q1 | $62.7K | Hold |
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|
2023
Q4 | $57.1K | Hold |
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|
2023
Q3 | $52.1K | Hold |
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|
2023
Q2 | $53.5K | Hold |
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|
2023
Q1 | $55.2K | Hold |
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|
2022
Q4 | $59K | Hold |
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|
2022
Q3 | $58K | Hold |
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|
2022
Q2 | $65K | Sell |
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|
2022
Q1 | $99K | Hold |
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|
2021
Q4 | $110K | Hold |
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|
2021
Q3 | $113K | Hold |
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|
2021
Q2 | $113K | Hold |
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|
2021
Q1 | $108K | Hold |
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|
2020
Q4 | $108K | Hold |
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|
2020
Q3 | $97K | Hold |
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|
2020
Q2 | $96K | Hold |
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|
2020
Q1 | $80K | Hold |
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|
2019
Q4 | $106K | Hold |
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|
2019
Q3 | $106K | Sell |
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|
2019
Q2 | $109K | Hold |
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|
2019
Q1 | $105K | Hold |
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|
2018
Q4 | $95K | Sell |
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|
2018
Q3 | $211K | Hold |
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|
2018
Q2 | $212K | Hold |
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|
2018
Q1 | $228K | Hold |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $242K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $205K | Hold |
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|
2016
Q4 | $200K | Buy |
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|
2016
Q3 | $182K | Buy |
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|
2016
Q2 | $160K | Buy |
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