B. Riley Wealth Advisors’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-71,001
| Closed | -$444K | – | 1634 |
|
|
2024
Q1 | $444K | Sell |
71,001
-9,500
| -12% | -$59.5K | 0.01% | 849 |
|
|
2023
Q4 | $554K | Buy |
80,501
+9,500
| +13% | +$65.4K | 0.01% | 756 |
|
|
2023
Q3 | $444K | Buy |
71,001
+5,001
| +8% | +$31.3K | 0.01% | 849 |
|
|
2023
Q2 | $397K | Sell |
66,000
-4,000
| -6% | -$24.1K | 0.01% | 975 |
|
|
2023
Q1 | $419K | Buy |
70,000
+6,000
| +9% | +$35.9K | 0.01% | 886 |
|
|
2022
Q4 | $387K | Buy |
64,000
+3,500
| +6% | +$21.2K | 0.01% | 899 |
|
|
2022
Q3 | $332K | Buy |
+60,500
| New | +$332K | 0.01% | 948 |
|