Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Hold |
1,500
| – | – | ﹤0.01% | 791 |
|
|
2025
Q1 | $27.6K | Hold |
1,500
| – | – | ﹤0.01% | 725 |
|
|
2024
Q4 | $27K | Buy |
+1,500
| New | +$27K | ﹤0.01% | 693 |
|
|
2020
Q4 | – | Sell |
-1,500
| Closed | -$32K | – | 298 |
|
|
2020
Q3 | $32K | Buy |
+1,500
| New | +$32K | 0.01% | 358 |
|
|
2020
Q2 | – | Sell |
-1,500
| Closed | -$27K | – | 427 |
|
|
2020
Q1 | $27K | Buy |
+1,500
| New | +$27K | 0.01% | 458 |
|
|
2019
Q4 | – | Sell |
-1,500
| Closed | -$35K | – | 359 |
|
|
2019
Q3 | $35K | Hold |
1,500
| – | – | 0.01% | 507 |
|
|
2019
Q2 | $34K | Hold |
1,500
| – | – | 0.01% | 536 |
|
|
2019
Q1 | $33K | Buy |
+1,500
| New | +$33K | 0.01% | 527 |
|