Concurrent Investment Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,675
| Closed | -$404K | – | 1065 |
|
|
2024
Q3 | $404K | Sell |
20,675
-3,900
| -16% | -$76.2K | 0.01% | 672 |
|
|
2024
Q2 | $451K | Buy |
24,575
+9,742
| +66% | +$179K | 0.01% | 613 |
|
|
2024
Q1 | $266K | Buy |
14,833
+2,114
| +17% | +$37.9K | 0.01% | 702 |
|
|
2023
Q4 | $207K | Buy |
+12,719
| New | +$207K | 0.01% | 752 |
|