Tyler-Stone Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,900
| Closed | -$33K | – | 509 |
|
|
2024
Q2 | $33K | Hold |
1,900
| – | – | 0.01% | 428 |
|
|
2024
Q1 | $32.9K | Hold |
1,900
| – | – | 0.01% | 429 |
|
|
2023
Q4 | $32K | Hold |
1,900
| – | – | 0.02% | 422 |
|
|
2023
Q3 | $30K | Hold |
1,900
| – | – | 0.02% | 412 |
|
|
2023
Q2 | $30K | Buy |
+1,900
| New | +$30K | 0.02% | 418 |
|
|
2022
Q4 | $32K | Hold |
1,900
| – | – | 0.02% | 375 |
|
|
2022
Q3 | $32K | Hold |
1,900
| – | – | 0.02% | 357 |
|
|
2022
Q2 | $33K | Hold |
1,900
| – | – | 0.02% | 374 |
|
|
2022
Q1 | $36K | Hold |
1,900
| – | – | 0.02% | 386 |
|
|
2021
Q4 | $39K | Buy |
+1,900
| New | +$39K | 0.02% | 390 |
|