SWP
ShoreHaven Wealth Partners’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-133,116
| Closed | -$2.58M | – | 76 |
|
|
2022
Q1 | $2.58M | Buy |
133,116
+10,483
| +9% | +$203K | 1.36% | 25 |
|
|
2021
Q4 | $2.5M | Sell |
122,633
-2,416
| -2% | -$49.3K | 1.24% | 23 |
|
|
2021
Q3 | $2.58M | Buy |
125,049
+18,471
| +17% | +$381K | 1.35% | 22 |
|
|
2021
Q2 | $2.2M | Buy |
106,578
+18,611
| +21% | +$385K | 1.18% | 22 |
|
|
2021
Q1 | $1.78M | Sell |
87,967
-28,991
| -25% | -$587K | 0.97% | 26 |
|
|
2020
Q4 | $2.38M | Buy |
+116,958
| New | +$2.38M | 1.33% | 25 |
|