Pinnacle Wealth Management Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,121
| Closed | -$108K | – | 368 |
|
|
2024
Q1 | $108K | Buy |
14,121
+152
| +1% | +$1.16K | 0.01% | 338 |
|
|
2023
Q4 | $96.1K | Buy |
13,969
+160
| +1% | +$1.1K | 0.01% | 324 |
|
|
2023
Q3 | $86.4K | Buy |
13,809
+164
| +1% | +$1.03K | 0.01% | 306 |
|
|
2023
Q2 | $82.1K | Buy |
13,645
+170
| +1% | +$1.02K | 0.01% | 321 |
|
|
2023
Q1 | $80.6K | Sell |
13,475
-5,315
| -28% | -$31.8K | 0.01% | 309 |
|
|
2022
Q4 | $114K | Buy |
+18,790
| New | +$114K | 0.02% | 289 |
|