CWM
FPL
Cornerstone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-80,890
| Closed | -$6.43M | – | 1194 |
|
|
2018
Q3 | $6.43M | Buy |
80,890
+29,879
| +59% | +$2.38M | 0.08% | 234 |
|
|
2018
Q2 | $4.97M | Buy |
+51,011
| New | +$4.97M | 0.06% | 322 |
|
|
2017
Q2 | – | Sell |
-15,714
| Closed | -$215K | – | 402 |
|
|
2017
Q1 | $215K | Sell |
15,714
-1,000
| -6% | -$13.7K | 0.05% | 320 |
|
|
2016
Q4 | $218K | Sell |
16,714
-2,020
| -11% | -$26.3K | 0.07% | 256 |
|
|
2016
Q3 | $249K | Buy |
+18,734
| New | +$249K | 0.09% | 222 |
|