HCR Wealth Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.08M | Buy |
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|
2018
Q4 | $2.63M | Sell |
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2018
Q3 | $2.61M | Sell |
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|
2018
Q2 | $25.9M | Buy |
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|
2018
Q1 | $2.64M | Sell |
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|
2017
Q4 | $2.62M | Hold |
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|
2017
Q3 | $2.46M | Hold |
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|
2017
Q2 | $2.35M | Sell |
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|
2017
Q1 | $2.27M | Sell |
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|
2016
Q4 | $2.23M | Buy |
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