Keystone Wealth Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,075
| Closed | -$182K | – | 260 |
|
|
2024
Q3 | $182K | Hold |
10,075
| – | – | 0.05% | 249 |
|
|
2024
Q2 | $175K | Hold |
10,075
| – | – | 0.05% | 227 |
|
|
2024
Q1 | $174K | Sell |
10,075
-1,116
| -10% | -$19.3K | 0.06% | 216 |
|
|
2023
Q4 | $189K | Hold |
11,191
| – | – | 0.06% | 211 |
|
|
2023
Q3 | $179K | Buy |
+11,191
| New | +$179K | 0.07% | 196 |
|