Mosaic Family Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-2,600
| Closed | -$50K | – | 331 |
|
2019
Q1 | $50K | Hold |
2,600
| – | – | 0.02% | 316 |
|
2018
Q4 | $47K | Hold |
2,600
| – | – | 0.02% | 318 |
|
2018
Q3 | $49K | Hold |
2,600
| – | – | 0.02% | 318 |
|
2018
Q2 | $50K | Hold |
2,600
| – | – | 0.02% | 307 |
|
2018
Q1 | $51K | Hold |
2,600
| – | – | 0.02% | 302 |
|
2017
Q4 | $52K | Hold |
2,600
| – | – | 0.02% | 317 |
|
2017
Q3 | $52K | Buy |
+2,600
| New | +$52K | 0.02% | 324 |
|