KOMWMG
Kerntke Otto McGlone Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,775
| Closed | -$300K | – | 45 |
|
|
2021
Q4 | $300K | Buy |
+14,775
| New | +$300K | 0.37% | 50 |
|
|
2021
Q3 | – | Sell |
-15,747
| Closed | -$324K | – | 70 |
|
|
2021
Q2 | $324K | Buy |
15,747
+167
| +1% | +$3.44K | 0.13% | 104 |
|
|
2021
Q1 | $314K | Buy |
15,580
+182
| +1% | +$3.67K | 0.16% | 100 |
|
|
2020
Q4 | $311K | Buy |
15,398
+180
| +1% | +$3.64K | 0.18% | 92 |
|
|
2020
Q3 | $292K | Buy |
15,218
+189
| +1% | +$3.63K | 0.21% | 85 |
|
|
2020
Q2 | $277K | Buy |
15,029
+214
| +1% | +$3.94K | 0.25% | 77 |
|
|
2020
Q1 | $243K | Sell |
14,815
-2,169
| -13% | -$35.6K | 0.27% | 70 |
|
|
2019
Q4 | $341K | Buy |
+16,984
| New | +$341K | 0.29% | 70 |
|