SteelPeak Wealth’s First Trust California Municipal High income ETF FCAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,050
| Closed | -$236K | – | 417 |
|
|
2022
Q3 | $236K | Hold |
5,050
| – | – | 0.02% | 349 |
|
|
2022
Q2 | $244K | Sell |
5,050
-2,200
| -30% | -$106K | 0.02% | 346 |
|
|
2022
Q1 | $369K | Hold |
7,250
| – | – | 0.02% | 313 |
|
|
2021
Q4 | $397K | Buy |
7,250
+750
| +12% | +$41.1K | 0.02% | 283 |
|
|
2021
Q3 | $354K | Hold |
6,500
| – | – | 0.02% | 290 |
|
|
2021
Q2 | $358K | Buy |
6,500
+750
| +13% | +$41.3K | 0.03% | 302 |
|
|
2021
Q1 | $310K | Buy |
+5,750
| New | +$310K | 0.02% | 290 |
|