Apriem Advisors’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
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|
2015
Q4 | $946K | Buy |
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|
2015
Q3 | $985K | Sell |
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|
2015
Q2 | $1.13M | Buy |
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|
2015
Q1 | $1.28M | Buy |
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|
2014
Q4 | $1.02M | Buy |
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|
2014
Q3 | $951K | Sell |
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|
2014
Q2 | $940K | Buy |
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|
2014
Q1 | $855K | Buy |
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|
2013
Q4 | $784K | Sell |
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|
2013
Q3 | $832K | Buy |
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|
2013
Q2 | $700K | Buy |
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