Lindbrook Capital’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,000
| Closed | -$16.9K | – | 2744 |
|
|
2023
Q3 | $16.9K | Hold |
5,000
| – | – | ﹤0.01% | 1144 |
|
|
2023
Q2 | $16.3K | Hold |
5,000
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q1 | $15.7K | Hold |
5,000
| – | – | ﹤0.01% | 1191 |
|
|
2022
Q4 | $15.3K | Hold |
5,000
| – | – | ﹤0.01% | 1207 |
|
|
2022
Q3 | $14K | Hold |
5,000
| – | – | ﹤0.01% | 1165 |
|
|
2022
Q2 | $16K | Hold |
5,000
| – | – | ﹤0.01% | 1059 |
|
|
2022
Q1 | $21K | Sell |
5,000
-2,000
| -29% | -$8.4K | ﹤0.01% | 981 |
|
|
2021
Q4 | $29K | Hold |
7,000
| – | – | ﹤0.01% | 892 |
|
|
2021
Q3 | $28K | Sell |
7,000
-3,000
| -30% | -$12K | 0.01% | 630 |
|
|
2021
Q2 | $40K | Sell |
10,000
-8,000
| -44% | -$32K | 0.01% | 534 |
|
|
2021
Q1 | $72K | Hold |
18,000
| – | – | 0.02% | 341 |
|
|
2020
Q4 | $56K | Buy |
+18,000
| New | +$56K | 0.01% | 369 |
|