IWA
Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,357
| Closed | -$145K | – | 377 |
|
|
2019
Q3 | $145K | Hold |
7,357
| – | – | 0.09% | 144 |
|
|
2019
Q2 | $143K | Sell |
7,357
-5,500
| -43% | -$107K | 0.07% | 144 |
|
|
2019
Q1 | $245K | Hold |
12,857
| – | – | 0.12% | 116 |
|
|
2018
Q4 | $231K | Buy |
+12,857
| New | +$231K | 0.13% | 110 |
|