Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-562
| Closed | -$9.76K | – | 646 |
|
|
2024
Q2 | $9.76K | Hold |
562
| – | – | ﹤0.01% | 521 |
|
|
2024
Q1 | $9.73K | Buy |
562
+296
| +111% | +$5.13K | ﹤0.01% | 525 |
|
|
2023
Q4 | $4.49K | Hold |
266
| – | – | ﹤0.01% | 559 |
|
|
2023
Q3 | $4.25K | Hold |
266
| – | – | ﹤0.01% | 613 |
|
|
2023
Q2 | $4.25K | Hold |
266
| – | – | ﹤0.01% | 616 |
|
|
2023
Q1 | $4.25K | Hold |
266
| – | – | ﹤0.01% | 635 |
|
|
2022
Q4 | $4.47K | Hold |
266
| – | – | ﹤0.01% | 638 |
|
|
2022
Q3 | $4K | Hold |
266
| – | – | ﹤0.01% | 671 |
|
|
2022
Q2 | $5K | Hold |
266
| – | – | ﹤0.01% | 673 |
|
|
2022
Q1 | $5K | Buy |
+266
| New | +$5K | ﹤0.01% | 726 |
|