GCIM
Gunn & Company Investment Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.36M | Sell |
123,586
-1,994,043
| -94% | -$38M | 1.62% | 25 |
|
|
2024
Q2 | $38.9M | Buy |
2,117,629
+1,991,957
| +1,585% | +$36.6M | 2.31% | 19 |
|
|
2024
Q1 | $2.29M | Sell |
125,672
-1,904,034
| -94% | -$34.7M | 1.72% | 26 |
|
|
2023
Q4 | $36.2M | Buy |
2,029,706
+1,906,834
| +1,552% | +$34M | 2.39% | 23 |
|
|
2023
Q3 | $2.07M | Buy |
+122,872
| New | +$2.07M | 1.82% | 25 |
|