Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $629K | Hold |
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|
2023
Q2 | $654K | Buy |
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|
2023
Q1 | $614K | Buy |
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|
2022
Q2 | $822K | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.18M | Hold |
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|
2020
Q1 | $984K | Sell |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.37M | Hold |
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|
2019
Q2 | $1.32M | Hold |
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|
2019
Q1 | $1.26M | Sell |
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|
2018
Q4 | $1.32M | Hold |
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|
2018
Q3 | $1.44M | Buy |
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|
2018
Q2 | $1.42M | Hold |
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|
2018
Q1 | $1.53M | Hold |
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|
2017
Q4 | $1.61M | Buy |
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