Carson Wealth (CWM LLC)’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2K | Hold |
342
| – | – | ﹤0.01% | 2695 |
|
|
2021
Q1 | $2K | Hold |
342
| – | – | ﹤0.01% | 2695 |
|
|
2020
Q4 | $2K | Hold |
342
| – | – | ﹤0.01% | 2695 |
|
|
2020
Q3 | $2K | Hold |
342
| – | – | ﹤0.01% | 2695 |
|
|
2020
Q2 | $2K | Hold |
342
| – | – | ﹤0.01% | 2695 |
|
|
2020
Q1 | $2K | Hold |
342
| – | – | ﹤0.01% | 2695 |
|
|
2019
Q4 | $2K | Hold |
342
| – | – | ﹤0.01% | 2695 |
|
|
2019
Q3 | $2K | Hold |
342
| – | – | ﹤0.01% | 2695 |
|
|
2019
Q2 | $2K | Hold |
342
| – | – | ﹤0.01% | 2695 |
|
|
2019
Q1 | $2K | Sell |
342
-12,250
| -97% | -$71.6K | ﹤0.01% | 2695 |
|
|
2018
Q4 | $95K | Buy |
12,592
+1,592
| +14% | +$12K | ﹤0.01% | 733 |
|
|
2018
Q3 | $106K | Buy |
+11,000
| New | +$106K | ﹤0.01% | 610 |
|