Stifel Financial’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,078
| Closed | -$69.3K | – | 3450 |
|
2023
Q4 | $69.3K | Buy |
+10,078
| New | +$69.3K | ﹤0.01% | 3198 |
|
2023
Q2 | – | Sell |
-23,081
| Closed | -$138K | – | 3448 |
|
2023
Q1 | $138K | Sell |
23,081
-228
| -1% | -$1.36K | ﹤0.01% | 3122 |
|
2022
Q4 | $141K | Buy |
23,309
+1,874
| +9% | +$11.3K | ﹤0.01% | 3069 |
|
2022
Q3 | $117K | Buy |
+21,435
| New | +$117K | ﹤0.01% | 3084 |
|
2019
Q2 | – | Sell |
-11,157
| Closed | -$103K | – | 3065 |
|
2019
Q1 | $103K | Sell |
11,157
-862
| -7% | -$7.96K | ﹤0.01% | 2694 |
|
2018
Q4 | $92K | Sell |
12,019
-363
| -3% | -$2.78K | ﹤0.01% | 2570 |
|
2018
Q3 | $120K | Sell |
12,382
-2,852
| -19% | -$27.6K | ﹤0.01% | 2659 |
|
2018
Q2 | $158K | Buy |
15,234
+856
| +6% | +$8.88K | ﹤0.01% | 2588 |
|
2018
Q1 | $141K | Buy |
14,378
+923
| +7% | +$9.05K | ﹤0.01% | 2530 |
|
2017
Q4 | $161K | Buy |
13,455
+2,147
| +19% | +$25.7K | ﹤0.01% | 2486 |
|
2017
Q3 | $144K | Buy |
+11,308
| New | +$144K | ﹤0.01% | 2433 |
|