MinichMacGregor Wealth Management’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-468
| Closed | -$4K | – | 550 |
|
|
2018
Q3 | $4K | Hold |
468
| – | – | ﹤0.01% | 420 |
|
|
2018
Q2 | $4K | Sell |
468
-615
| -57% | -$5.26K | ﹤0.01% | 415 |
|
|
2018
Q1 | $10K | Buy |
1,083
+627
| +138% | +$5.79K | 0.01% | 312 |
|
|
2017
Q4 | $5K | Hold |
456
| – | – | ﹤0.01% | 375 |
|
|
2017
Q3 | $5K | Buy |
+456
| New | +$5K | ﹤0.01% | 355 |
|