Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,650
| Closed | -$24.6K | – | 1037 |
|
|
2023
Q3 | $24.6K | Buy |
1,650
+750
| +83% | +$11.2K | ﹤0.01% | 1053 |
|
|
2023
Q2 | $14K | Hold |
900
| – | – | ﹤0.01% | 1151 |
|
|
2023
Q1 | $14.2K | Hold |
900
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q4 | $15.2K | Buy |
+900
| New | +$15.2K | ﹤0.01% | 1039 |
|
|
2020
Q4 | – | Sell |
-2,900
| Closed | -$62K | – | 531 |
|
|
2020
Q3 | $62K | Buy |
+2,900
| New | +$62K | 0.01% | 452 |
|