SWM
FPT
Segment Wealth Management’s Federated Premier Intermediate M FPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,800
| Closed | -$137K | – | 199 |
|
|
2016
Q4 | $137K | Hold |
10,800
| – | – | 0.05% | 173 |
|
|
2016
Q3 | $152K | Hold |
10,800
| – | – | 0.06% | 158 |
|
|
2016
Q2 | $158K | Hold |
10,800
| – | – | 0.07% | 148 |
|
|
2016
Q1 | $149K | Hold |
10,800
| – | – | 0.06% | 150 |
|
|
2015
Q4 | $145K | Hold |
10,800
| – | – | 0.06% | 157 |
|
|
2015
Q3 | $142K | Hold |
10,800
| – | – | 0.05% | 163 |
|
|
2015
Q2 | $142K | Sell |
10,800
-2,400
| -18% | -$31.6K | 0.05% | 170 |
|
|
2015
Q1 | $171K | Hold |
13,200
| – | – | 0.06% | 171 |
|
|
2014
Q4 | $168K | Hold |
13,200
| – | – | 0.06% | 150 |
|
|
2014
Q3 | $169K | Sell |
13,200
-9,500
| -42% | -$122K | 0.06% | 175 |
|
|
2014
Q2 | $299K | Hold |
22,700
| – | – | 0.12% | 130 |
|
|
2014
Q1 | $291K | Hold |
22,700
| – | – | 0.14% | 124 |
|
|
2013
Q4 | $276K | Hold |
22,700
| – | – | 0.14% | 125 |
|
|
2013
Q3 | $284K | Hold |
22,700
| – | – | 0.15% | 119 |
|
|
2013
Q2 | $296K | Buy |
+22,700
| New | +$296K | 0.18% | 106 |
|