CPA
Clear Point Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,770
| Closed | -$141K | – | 263 |
|
|
2024
Q3 | $141K | Buy |
7,770
+109
| +1% | +$1.97K | 0.11% | 124 |
|
|
2024
Q2 | $133K | Sell |
7,661
-100
| -1% | -$1.74K | 0.11% | 125 |
|
|
2024
Q1 | $134K | Buy |
7,761
+149
| +2% | +$2.58K | 0.11% | 125 |
|
|
2023
Q4 | $128K | Buy |
+7,612
| New | +$128K | 0.11% | 127 |
|