TW
FPF
Transform Wealth’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,083
| Closed | -$239K | – | 206 |
|
|
2018
Q2 | $239K | Sell |
11,083
-3,900
| -26% | -$84.1K | 0.04% | 198 |
|
|
2018
Q1 | $348K | Sell |
14,983
-980
| -6% | -$22.8K | 0.07% | 189 |
|
|
2017
Q4 | $389K | Sell |
15,963
-800
| -5% | -$19.5K | 0.07% | 199 |
|
|
2017
Q3 | $414K | Buy |
16,763
+2,300
| +16% | +$56.8K | 0.14% | 163 |
|
|
2017
Q2 | $359K | Sell |
14,463
-62
| -0.4% | -$1.54K | 0.4% | 50 |
|
|
2017
Q1 | $338K | Buy |
14,525
+1,009
| +7% | +$23.5K | 0.13% | 172 |
|
|
2016
Q4 | $307K | Buy |
+13,516
| New | +$307K | 0.12% | 175 |
|