Castle Wealth Management’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Castle Wealth Management’s Portfolio FEO Stock Details FEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,000	Closed	-$18K	–	721
2022 Q3	$18K	Hold	2,000	–	–	0.01%	346
2022 Q2	$18K	Buy	+2,000	New	+$18.7K	0.01%	332

Castle Wealth Management's FEO Position: Q4 2022 in Review

Castle Wealth Management sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q4 2022, closing a stake of 2,000 shares — an estimated $18K sold.

Castle Wealth Management first reported a position in FEO in Q2 2022 and held it in 2 quarters. The position peaked at $18K in Q3 2022. 0 funds tracked by Wall St. Rank hold FEO as of Q4 2022.

Castle Wealth Management reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 2,000 First Trust/abrdn Emerging Opportunity Fund shares in Q4 2022, an estimated $18K.
Castle Wealth Management first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's First Trust/abrdn Emerging Opportunity Fund position peaked at $18K in Q3 2022.
0 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.