Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-52,500
| Closed | -$221K | – | 554 |
|
|
2022
Q1 | $221K | Buy |
+52,500
| New | +$221K | 0.01% | 501 |
|
|
2021
Q4 | – | Sell |
-54,133
| Closed | -$215K | – | 470 |
|
|
2021
Q3 | $215K | Buy |
54,133
+32
| +0.1% | +$127 | 0.01% | 459 |
|
|
2021
Q2 | $219K | Buy |
54,101
+30
| +0.1% | +$121 | 0.01% | 472 |
|
|
2021
Q1 | $216K | Buy |
+54,071
| New | +$216K | 0.01% | 425 |
|