CWM
Comprehensive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-479,275
| Closed | -$9.74M | – | 34 |
|
|
2021
Q4 | $9.74M | Sell |
479,275
-10,751
| -2% | -$218K | 7.17% | 5 |
|
|
2021
Q3 | $10.1M | Sell |
490,026
-10,968
| -2% | -$225K | 9.57% | 5 |
|
|
2021
Q2 | $10.3M | Sell |
500,994
-9,700
| -2% | -$200K | 10.39% | 5 |
|
|
2021
Q1 | $10.3M | Buy |
+510,694
| New | +$10.3M | 12.52% | 3 |
|