Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-245
| Closed | -$4K | – | 474 |
|
|
2020
Q1 | $4K | Buy |
+245
| New | +$4K | 0.01% | 322 |
|
|
2019
Q4 | – | Sell |
-1,093
| Closed | -$27K | – | 277 |
|
|
2019
Q3 | $27K | Hold |
1,093
| – | – | 0.02% | 183 |
|
|
2019
Q2 | $25K | Hold |
1,093
| – | – | 0.02% | 197 |
|
|
2019
Q1 | $23K | Buy |
1,093
+603
| +123% | +$12.7K | 0.02% | 197 |
|
|
2018
Q4 | $10K | Buy |
+490
| New | +$10K | 0.01% | 241 |
|