LPL Financial’s First Trust Mortgage Income Fund FMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $187K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $187K | Buy |
|
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|
2023
Q4 | $176K | Sell |
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|
2023
Q3 | $166K | Sell |
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|
2023
Q2 | $177K | Sell |
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|
2023
Q1 | $182K | Sell |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $202K | Sell |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | $199K | Buy |
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|
2020
Q2 | $198K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $141K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $152K | Buy |
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|
2018
Q2 | $143K | Sell |
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|
2018
Q1 | $149K | Sell |
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|
2017
Q4 | $263K | Sell |
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|
2017
Q3 | $337K | Sell |
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|
2017
Q2 | $394K | Sell |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $839K | Buy |
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|
2016
Q3 | $837K | Buy |
|
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|
2016
Q2 | $607K | Sell |
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|
2016
Q1 | $1.26M | Buy |
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|
2015
Q4 | $809K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $163K | Buy |
|