Petra Financial Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-98,407
| Closed | -$1.81M | – | 143 |
|
|
2024
Q2 | $1.81M | Sell |
98,407
-2,575
| -3% | -$47.3K | 1.3% | 17 |
|
|
2024
Q1 | $1.81M | Sell |
100,982
-850
| -0.8% | -$15.2K | 1.33% | 16 |
|
|
2023
Q4 | $1.66M | Sell |
101,832
-1,800
| -2% | -$29.4K | 1.39% | 18 |
|
|
2023
Q3 | $1.54M | Hold |
103,632
| – | – | 1.29% | 22 |
|
|
2023
Q2 | $1.61M | Buy |
103,632
+117
| +0.1% | +$1.82K | 1.43% | 21 |
|
|
2023
Q1 | $1.63M | Sell |
103,515
-450
| -0.4% | -$7.1K | 1.62% | 13 |
|
|
2022
Q4 | $1.75M | Buy |
+103,965
| New | +$1.75M | 1.93% | 13 |
|