KWM
FPF
Kingsview Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,795
| Closed | -$230K | – | 1139 |
|
|
2024
Q3 | $230K | Hold |
11,795
| – | – | ﹤0.01% | 976 |
|
|
2024
Q2 | $217K | Hold |
11,795
| – | – | 0.01% | 961 |
|
|
2024
Q1 | $211K | Hold |
11,795
| – | – | 0.01% | 950 |
|
|
2023
Q4 | $192K | Sell |
11,795
-1,352
| -10% | -$22.1K | 0.01% | 907 |
|
|
2023
Q3 | $196K | Buy |
13,147
+28
| +0.2% | +$417 | 0.01% | 891 |
|
|
2023
Q2 | $203K | Buy |
13,119
+9
| +0.1% | +$140 | 0.01% | 856 |
|
|
2023
Q1 | $207K | Hold |
13,110
| – | – | 0.01% | 823 |
|
|
2022
Q4 | $221K | Hold |
13,110
| – | – | 0.01% | 760 |
|
|
2022
Q3 | $217K | Hold |
13,110
| – | – | 0.01% | 735 |
|
|
2022
Q2 | $245K | Hold |
13,110
| – | – | 0.01% | 709 |
|
|
2022
Q1 | $288K | Sell |
13,110
-2,105
| -14% | -$46.3K | 0.01% | 712 |
|
|
2021
Q4 | $373K | Sell |
15,215
-433
| -3% | -$10.6K | 0.02% | 646 |
|
|
2021
Q3 | $392K | Hold |
15,648
| – | – | 0.02% | 612 |
|
|
2021
Q2 | $392K | Buy |
15,648
+4,568
| +41% | +$114K | 0.02% | 625 |
|
|
2021
Q1 | $266K | Buy |
+11,080
| New | +$266K | 0.02% | 678 |
|