PWPS
FPF

Pinnacle Wealth Planning Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FPF Stock Details FPF Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$53.6K Buy
2021
Q4 		– Sell
2021
Q3 		$207K Sell
2021
Q2 		$217K Sell
2021
Q1 		$217K Sell
2020
Q4 		$236K Buy
2020
Q3 		$206K Sell
2020
Q2 		$228K Buy
2020
Q1 		– Sell
2019
Q4 		$219K Buy