BWA
BDO Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-175
| Closed | -$3K | – | 575 |
|
2018
Q3 | $3K | Hold |
175
| – | – | ﹤0.01% | 530 |
|
2018
Q2 | $3K | Hold |
175
| – | – | ﹤0.01% | 544 |
|
2018
Q1 | $3K | Buy |
+175
| New | +$3K | ﹤0.01% | 472 |
|
2017
Q3 | – | Sell |
-175
| Closed | -$4K | – | 480 |
|
2017
Q2 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 443 |
|