AWM
Ameliora Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5K | Hold |
1,431
| – | – | 0.01% | 170 |
|
|
2025
Q1 | $25.2K | Hold |
1,431
| – | – | 0.01% | 184 |
|
|
2024
Q4 | $25.3K | Hold |
1,431
| – | – | 0.01% | 177 |
|
|
2024
Q3 | $25.9K | Buy |
1,431
+690
| +93% | +$12.5K | 0.01% | 121 |
|
|
2024
Q2 | $12.9K | Hold |
741
| – | – | 0.01% | 155 |
|
|
2024
Q1 | $12.8K | Hold |
741
| – | – | 0.01% | 171 |
|
|
2023
Q4 | $12.5K | Hold |
741
| – | – | 0.01% | 155 |
|
|
2023
Q3 | $11.8K | Hold |
741
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $11.8K | Hold |
741
| – | – | 0.01% | 166 |
|
|
2023
Q1 | $11.8K | Hold |
741
| – | – | 0.01% | 182 |
|
|
2022
Q4 | $12.4K | Hold |
741
| – | – | 0.01% | 199 |
|
|
2022
Q3 | $12K | Buy |
+741
| New | +$12K | 0.01% | 192 |
|