Creative Planning’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,172
| Closed | -$97K | – | 4705 |
|
|
2017
Q1 | $97K | Buy |
7,172
+4,073
| +131% | +$55.1K | ﹤0.01% | 1974 |
|
|
2016
Q4 | $40K | Sell |
3,099
-926
| -23% | -$12K | ﹤0.01% | 2555 |
|
|
2016
Q3 | $55K | Buy |
+4,025
| New | +$55K | ﹤0.01% | 2274 |
|
|
2016
Q1 | – | Sell |
-730
| Closed | -$8K | – | 4424 |
|
|
2015
Q4 | $8K | Buy |
+730
| New | +$8K | ﹤0.01% | 3395 |
|