SAM
SignalPoint Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,779
| Closed | -$238K | – | 226 |
|
|
2020
Q4 | $238K | Buy |
+11,779
| New | +$238K | 0.09% | 178 |
|
|
2020
Q1 | – | Sell |
-11,837
| Closed | -$238K | – | 180 |
|
|
2019
Q4 | $238K | Buy |
11,837
+1,729
| +17% | +$34.8K | 0.1% | 175 |
|
|
2019
Q3 | $199K | Buy |
+10,108
| New | +$199K | 0.09% | 208 |
|