IFP Advisors’s First Trust Mortgage Income Fund FMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $35K | Sell |
2,574
-1,681
| -40% | -$22.9K | ﹤0.01% | 1113 |
|
|
2018
Q4 | $55K | Hold |
4,255
| – | – | ﹤0.01% | 1541 |
|
|
2018
Q3 | $57K | Buy |
4,255
+3,150
| +285% | +$42.2K | ﹤0.01% | 1818 |
|
|
2018
Q2 | $15K | Hold |
1,105
| – | – | ﹤0.01% | 2604 |
|
|
2018
Q1 | $16K | Hold |
1,105
| – | – | ﹤0.01% | 2520 |
|
|
2017
Q4 | $16K | Sell |
1,105
-2,652
| -71% | -$38.4K | ﹤0.01% | 2518 |
|
|
2017
Q3 | $54K | Buy |
3,757
+21
| +0.6% | +$302 | ﹤0.01% | 1930 |
|
|
2017
Q2 | $53K | Buy |
3,736
+21
| +0.6% | +$298 | ﹤0.01% | 1909 |
|
|
2017
Q1 | $52K | Buy |
3,715
+26
| +0.7% | +$364 | ﹤0.01% | 1884 |
|
|
2016
Q4 | $52K | Buy |
3,689
+36
| +1% | +$507 | ﹤0.01% | 1845 |
|
|
2016
Q3 | $53K | Sell |
3,653
-723
| -17% | -$10.5K | ﹤0.01% | 1760 |
|
|
2016
Q2 | $63K | Buy |
4,376
+1,802
| +70% | +$25.9K | ﹤0.01% | 1623 |
|
|
2016
Q1 | $35K | Buy |
2,574
+1,974
| +329% | +$26.8K | ﹤0.01% | 1113 |
|
|
2015
Q4 | $9K | Buy |
+600
| New | +$9K | ﹤0.01% | 2617 |
|