Bogart Wealth LLC’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
2024
Q2
Sell
-2,050
Closed -$35.5K 1145
2024
Q1
$35.5K Buy
+2,050
New +$35.5K ﹤0.01% 433
2018
Q1
Sell
-50
Closed -$1K 352
2017
Q4
$1K Hold
50
﹤0.01% 315
2017
Q3
$1K Buy
+50
New +$1K ﹤0.01% 308