Kovitz Investment Group Partners’s First Trust Enhanced Equity Income Fund FFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10,000
| Closed | -$165K | – | 416 |
|
2023
Q1 | $165K | Buy |
+10,000
| New | +$165K | ﹤0.01% | 406 |
|
2021
Q4 | – | Sell |
-10,000
| Closed | -$197K | – | 415 |
|
2021
Q3 | $197K | Buy |
+10,000
| New | +$197K | ﹤0.01% | 412 |
|
2020
Q2 | – | Sell |
-11,500
| Closed | -$145K | – | 373 |
|
2020
Q1 | $145K | Buy |
+11,500
| New | +$145K | 0.01% | 347 |
|