Laidlaw Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,427
| Closed | -$236K | – | 399 |
|
|
2021
Q3 | $236K | Buy |
9,427
+388
| +4% | +$9.71K | 0.06% | 215 |
|
|
2021
Q2 | $227K | Sell |
9,039
-961
| -10% | -$24.1K | 0.06% | 231 |
|
|
2021
Q1 | $239K | Sell |
10,000
-59
| -0.6% | -$1.41K | 0.08% | 187 |
|
|
2020
Q4 | $242K | Buy |
10,059
+365
| +4% | +$8.78K | 0.05% | 308 |
|
|
2020
Q3 | $208K | Buy |
9,694
+38
| +0.4% | +$815 | 0.09% | 189 |
|
|
2020
Q2 | $206K | Buy |
+9,656
| New | +$206K | 0.11% | 167 |
|