Genovese Burford & Brothers Wealth & Retirement Plan 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
Q3 | – | Sell |
-1,500
| Closed | -$32K | – | 182 |
|
|
2018
Q2 | $32K | Hold |
1,500
| – | – | 0.01% | 214 |
|
|
2018
Q1 | $35K | Hold |
1,500
| – | – | 0.01% | 202 |
|
|
2017
Q4 | $36K | Hold |
1,500
| – | – | 0.09% | 109 |
|
|
2017
Q3 | $37K | Hold |
1,500
| – | – | 0.02% | 173 |
|
|
2017
Q2 | $37K | Hold |
1,500
| – | – | 0.01% | 168 |
|
|
2017
Q1 | $35K | Hold |
1,500
| – | – | 0.01% | 175 |
|
|
2016
Q4 | $35K | Buy |
+1,500
| New | +$35K | 0.01% | 195 |
|