Bison Wealth’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $181K | Sell |
10,053
-9,544
| -49% | -$172K | 0.04% | 309 |
|
|
2024
Q3 | $383K | Sell |
19,597
-13,508
| -41% | -$264K | 0.06% | 280 |
|
|
2024
Q2 | $593K | Hold |
33,105
| – | – | 0.1% | 213 |
|
|
2024
Q1 | $593K | Sell |
33,105
-985
| -3% | -$17.7K | 0.1% | 213 |
|
|
2023
Q4 | $556K | Sell |
34,090
-295
| -0.9% | -$4.81K | 0.1% | 216 |
|
|
2023
Q3 | $512K | Sell |
34,385
-422
| -1% | -$6.29K | 0.1% | 212 |
|
|
2023
Q2 | $540K | Buy |
+34,807
| New | +$540K | 0.1% | 203 |
|