Global Wealth Management Investment Advisory’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-75
| Closed | -$1K | – | 505 |
|
|
2020
Q2 | $1K | Sell |
75
-142
| -65% | -$1.89K | ﹤0.01% | 555 |
|
|
2020
Q1 | $4K | Hold |
217
| – | – | ﹤0.01% | 430 |
|
|
2019
Q4 | $4K | Hold |
217
| – | – | ﹤0.01% | 451 |
|
|
2019
Q3 | $4K | Sell |
217
-92
| -30% | -$1.7K | ﹤0.01% | 421 |
|
|
2019
Q2 | $6K | Sell |
309
-2,134
| -87% | -$41.4K | ﹤0.01% | 420 |
|
|
2019
Q1 | $47K | Sell |
2,443
-3,528
| -59% | -$67.9K | 0.02% | 212 |
|
|
2018
Q4 | $107K | Buy |
+5,971
| New | +$107K | 0.06% | 167 |
|