DWM
FPF

Dynasty Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Dynasty Wealth Management’s Portfolio FPF Stock Details FPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,200
Closed -$349K – 36
2018
Q3 		$349K Sell
16,200
-492
-3% -$10.6K 0.45% 54
2018
Q2 		$360K Sell
16,692
-2,508
-13% -$54.1K 0.75% 35
2018
Q1 		$447K Buy
19,200
+3,000
+19% +$69.8K 0.19% 25
2017
Q4 		$395K Buy
+16,200
New +$395K 0.68% 44