Mariner Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-56,667
| Closed | -$229K | – | 124 |
|
|
2021
Q2 | $229K | Sell |
56,667
-50,642
| -47% | -$205K | 0.5% | 59 |
|
|
2021
Q1 | $428K | Sell |
107,309
-14,342
| -12% | -$57.2K | 1.05% | 25 |
|
|
2020
Q4 | $380K | Buy |
121,651
+52,716
| +76% | +$165K | 0.77% | 37 |
|
|
2020
Q3 | $158K | Buy |
+68,935
| New | +$158K | 0.44% | 32 |
|
|
2014
Q2 | – | Sell |
-32,500
| Closed | -$250K | – | 213 |
|
|
2014
Q1 | $250K | Buy |
32,500
+10,502
| +48% | +$80.8K | 0.05% | 157 |
|
|
2013
Q4 | $173K | Buy |
+21,998
| New | +$173K | 0.03% | 188 |
|