Pinnacle Associates’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-14,121
| Closed | -$108K | – | 857 |
|
2024
Q1 | $108K | Buy |
14,121
+152
| +1% | +$1.16K | ﹤0.01% | 816 |
|
2023
Q4 | $96.1K | Buy |
13,969
+160
| +1% | +$1.1K | ﹤0.01% | 799 |
|
2023
Q3 | $86.4K | Buy |
13,809
+164
| +1% | +$1.03K | ﹤0.01% | 790 |
|
2023
Q2 | $82.1K | Buy |
13,645
+170
| +1% | +$1.02K | ﹤0.01% | 796 |
|
2023
Q1 | $80.6K | Sell |
13,475
-5,315
| -28% | -$31.8K | ﹤0.01% | 752 |
|
2022
Q4 | $114K | Buy |
+18,790
| New | +$114K | ﹤0.01% | 733 |
|