Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,559
| Closed | -$58K | – | 936 |
|
|
2020
Q2 | $58K | Hold |
13,559
| – | – | 0.01% | 414 |
|
|
2020
Q1 | $49K | Hold |
13,559
| – | – | 0.01% | 411 |
|
|
2019
Q4 | $127K | Hold |
13,559
| – | – | 0.02% | 280 |
|
|
2019
Q3 | $127K | Hold |
13,559
| – | – | 0.02% | 263 |
|
|
2019
Q2 | $128K | Buy |
+13,559
| New | +$128K | 0.02% | 270 |
|