SWM
FPF

Sugarloaf Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Sugarloaf Wealth Management’s Portfolio FPF Stock Details FPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,000
Closed -$21K – 727
2020
Q3 		$21K Hold
1,000
– – 0.01% 345
2020
Q2 		$21K Hold
1,000
– – 0.01% 343
2020
Q1 		$18K Hold
1,000
– – 0.01% 346
2019
Q4 		$24K Buy
+1,000
New +$24K 0.01% 343