Steward Partners Investment Advisory’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,408
| Closed | -$26.5K | – | 3600 |
|
|
2023
Q4 | $26.5K | Hold |
7,408
| – | – | ﹤0.01% | 2264 |
|
|
2023
Q3 | $25K | Hold |
7,408
| – | – | ﹤0.01% | 2203 |
|
|
2023
Q2 | $24.2K | Hold |
7,408
| – | – | ﹤0.01% | 2195 |
|
|
2023
Q1 | $23.3K | Hold |
7,408
| – | – | ﹤0.01% | 2184 |
|
|
2022
Q4 | $22.7K | Sell |
7,408
-7,407
| -50% | -$22.7K | ﹤0.01% | 2185 |
|
|
2022
Q3 | $42K | Hold |
14,815
| – | – | ﹤0.01% | 1865 |
|
|
2022
Q2 | $47K | Hold |
14,815
| – | – | ﹤0.01% | 1836 |
|
|
2022
Q1 | $62K | Hold |
14,815
| – | – | ﹤0.01% | 1810 |
|
|
2021
Q4 | $61K | Hold |
14,815
| – | – | ﹤0.01% | 1808 |
|
|
2021
Q3 | $59K | Buy |
+14,815
| New | +$59K | ﹤0.01% | 1804 |
|