Sit Investment Associates’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $768K | Buy |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $129K | Hold |
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|
2023
Q1 | $129K | Hold |
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|
2022
Q4 | $130K | Hold |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $124K | Sell |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $441K | Sell |
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|
2021
Q3 | $501K | Hold |
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|
2021
Q2 | $521K | Hold |
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|
2021
Q1 | $470K | Buy |
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|
2020
Q4 | $369K | Sell |
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|
2020
Q3 | $324K | Buy |
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|
2020
Q2 | $324K | Buy |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $2.58M | Sell |
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|
2019
Q3 | $2.8M | Sell |
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|
2019
Q2 | $3.52M | Buy |
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|
2019
Q1 | $769K | Sell |
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|
2018
Q4 | $737K | Buy |
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|
2018
Q3 | $349K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.73M | Buy |
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|
2017
Q2 | $231K | Sell |
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|
2017
Q1 | $454K | Sell |
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|
2016
Q4 | $1.7M | Buy |
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|
2016
Q3 | $649K | Buy |
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|
2016
Q2 | $299K | Sell |
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|
2016
Q1 | $1.88M | Sell |
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|
2015
Q4 | $1.71M | Buy |
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|
2015
Q3 | $1.92M | Buy |
|