LWM
FPF
LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-33,220
| Closed | -$707K | – | 426 |
|
|
2015
Q4 | $707K | Hold |
33,220
| – | – | 0.41% | 45 |
|
|
2015
Q3 | $712K | Buy |
33,220
+31,020
| +1,410% | +$665K | 0.45% | 39 |
|
|
2015
Q2 | $47K | Hold |
2,200
| – | – | 0.03% | 168 |
|
|
2015
Q1 | $49K | Sell |
2,200
-5,150
| -70% | -$115K | 0.03% | 170 |
|
|
2014
Q4 | $167K | Sell |
7,350
-2,200
| -23% | -$50K | 0.11% | 109 |
|
|
2014
Q3 | $207K | Hold |
9,550
| – | – | 0.14% | 78 |
|
|
2014
Q2 | $218K | Buy |
+9,550
| New | +$218K | 0.18% | 77 |
|