Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,263
| Closed | -$207K | – | 435 |
|
|
2021
Q3 | $207K | Sell |
8,263
-391
| -5% | -$9.8K | 0.05% | 322 |
|
|
2021
Q2 | $217K | Sell |
8,654
-415
| -5% | -$10.4K | 0.05% | 296 |
|
|
2021
Q1 | $217K | Sell |
9,069
-729
| -7% | -$17.4K | 0.06% | 278 |
|
|
2020
Q4 | $236K | Buy |
9,798
+227
| +2% | +$5.47K | 0.06% | 245 |
|
|
2020
Q3 | $206K | Sell |
9,571
-1,117
| -10% | -$24K | 0.07% | 230 |
|
|
2020
Q2 | $228K | Buy |
+10,688
| New | +$228K | 0.07% | 199 |
|
|
2020
Q1 | – | Sell |
-9,300
| Closed | -$219K | – | 246 |
|
|
2019
Q4 | $219K | Buy |
+9,300
| New | +$219K | 0.1% | 195 |
|