HCIA
Hochman Cole Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.83M | Sell |
89,020
-4,542
| -5% | -$93.3K | 0.72% | 33 |
|
|
2021
Q2 | $1.93M | Sell |
93,562
-1,564
| -2% | -$32.2K | 0.77% | 30 |
|
|
2021
Q1 | $1.92M | Buy |
95,126
+81,608
| +604% | +$1.64M | 0.8% | 29 |
|
|
2020
Q4 | $273K | Sell |
13,518
-38
| -0.3% | -$767 | 0.12% | 99 |
|
|
2020
Q3 | $260K | Buy |
13,556
+181
| +1% | +$3.47K | 0.13% | 97 |
|
|
2020
Q2 | $246K | Sell |
13,375
-610
| -4% | -$11.2K | 0.14% | 93 |
|
|
2020
Q1 | $229K | Buy |
+13,985
| New | +$229K | 0.16% | 92 |
|
|
2019
Q3 | – | Sell |
-16,042
| Closed | -$311K | – | 111 |
|
|
2019
Q2 | $311K | Buy |
+16,042
| New | +$311K | 0.19% | 88 |
|
|
2018
Q4 | – | Sell |
-48,021
| Closed | -$917K | – | 111 |
|
|
2018
Q3 | $917K | Sell |
48,021
-81,726
| -63% | -$1.56M | 0.57% | 42 |
|
|
2018
Q2 | $2.47M | Sell |
129,747
-18,624
| -13% | -$355K | 1.63% | 18 |
|
|
2018
Q1 | $2.89M | Sell |
148,371
-46,131
| -24% | -$898K | 2.01% | 16 |
|
|
2017
Q4 | $3.89M | Buy |
194,502
+21,696
| +13% | +$434K | 2.45% | 10 |
|
|
2017
Q3 | $3.47M | Buy |
172,806
+108,762
| +170% | +$2.18M | 2.27% | 12 |
|
|
2017
Q2 | $1.28M | Buy |
64,044
+6,209
| +11% | +$124K | 0.89% | 31 |
|
|
2017
Q1 | $1.13M | Sell |
57,835
-6,812
| -11% | -$133K | 0.82% | 34 |
|
|
2016
Q4 | $1.23M | Buy |
64,647
+4,286
| +7% | +$81.4K | 0.89% | 32 |
|
|
2016
Q3 | $1.18M | Buy |
60,361
+10,766
| +22% | +$210K | 0.88% | 32 |
|
|
2016
Q2 | $943K | Buy |
49,595
+31,221
| +170% | +$594K | 0.77% | 36 |
|
|
2016
Q1 | $343K | Buy |
+18,374
| New | +$343K | 0.29% | 57 |
|