Blue Bell Private Wealth Management’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,011
| Closed | -$61.1K | – | 684 |
|
|
2024
Q3 | $61.1K | Buy |
15,011
+3,356
| +29% | +$13.7K | 0.01% | 336 |
|
|
2024
Q2 | $45.3K | Buy |
11,655
+2,568
| +28% | +$9.99K | 0.01% | 367 |
|
|
2024
Q1 | $34.3K | Buy |
9,087
+5,421
| +148% | +$20.4K | 0.01% | 401 |
|
|
2023
Q4 | $13.1K | Buy |
3,666
+1,300
| +55% | +$4.65K | ﹤0.01% | 466 |
|
|
2023
Q3 | $7.97K | Buy |
+2,366
| New | +$7.97K | ﹤0.01% | 452 |
|