DWMS
Dominguez Wealth Management Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,440
| Closed | -$183K | – | 59 |
|
|
2023
Q3 | $183K | Buy |
11,440
+26
| +0.2% | +$415 | 0.17% | 58 |
|
|
2023
Q2 | $182K | Buy |
11,414
+38
| +0.3% | +$607 | 0.16% | 57 |
|
|
2023
Q1 | $182K | Buy |
11,376
+36
| +0.3% | +$575 | 0.17% | 57 |
|
|
2022
Q4 | $191K | Buy |
+11,340
| New | +$191K | 0.19% | 56 |
|