Cornerstone Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-243,479
| Closed | -$9.91M | – | 627 |
|
|
2018
Q3 | $9.91M | Buy |
243,479
+185,539
| +320% | +$7.55M | 0.12% | 181 |
|
|
2018
Q2 | $2.69M | Buy |
57,940
+44,472
| +330% | +$2.07M | 0.03% | 447 |
|
|
2018
Q1 | $309K | Buy |
13,468
+1,299
| +11% | +$29.8K | 0.06% | 288 |
|
|
2017
Q4 | $292K | Buy |
12,169
+2,264
| +23% | +$54.3K | 0.05% | 309 |
|
|
2017
Q3 | $241K | Buy |
+9,905
| New | +$241K | 0.05% | 320 |
|