Steward Partners Investment Advisory’s First Trust Mortgage Income Fund FMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-734
| Closed | -$8.94K | – | 3644 |
|
|
2024
Q1 | $8.94K | Sell |
734
-169
| -19% | -$2.06K | ﹤0.01% | 2853 |
|
|
2023
Q4 | $10.9K | Hold |
903
| – | – | ﹤0.01% | 2669 |
|
|
2023
Q3 | $10.1K | Sell |
903
-268
| -23% | -$2.99K | ﹤0.01% | 2596 |
|
|
2023
Q2 | $13.1K | Hold |
1,171
| – | – | ﹤0.01% | 2479 |
|
|
2023
Q1 | $13.3K | Buy |
+1,171
| New | +$13.3K | ﹤0.01% | 2433 |
|