BlackDiamond Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,101
| Closed | -$260K | – | 132 |
|
|
2023
Q2 | $260K | Buy |
+16,101
| New | +$260K | 0.22% | 105 |
|
|
2023
Q1 | – | Sell |
-21,580
| Closed | -$375K | – | 119 |
|
|
2022
Q4 | $375K | Buy |
21,580
+3,952
| +22% | +$68.8K | 0.43% | 66 |
|
|
2022
Q3 | $291K | Sell |
17,628
-48
| -0.3% | -$792 | 0.35% | 72 |
|
|
2022
Q2 | $312K | Buy |
+17,676
| New | +$312K | 0.39% | 73 |
|