WWA
WCG Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,856
| Closed | -$385K | – | 278 |
|
|
2023
Q4 | $385K | Sell |
22,856
-2,080
| -8% | -$35K | 0.03% | 266 |
|
|
2023
Q3 | $398K | Sell |
24,936
-3,751
| -13% | -$59.9K | 0.03% | 254 |
|
|
2023
Q2 | $458K | Sell |
28,687
-2,539
| -8% | -$40.5K | 0.05% | 142 |
|
|
2023
Q1 | $498K | Sell |
31,226
-702
| -2% | -$11.2K | 0.06% | 142 |
|
|
2022
Q4 | $536K | Buy |
31,928
+3,716
| +13% | +$62.4K | 0.07% | 136 |
|
|
2022
Q3 | $557K | Sell |
28,212
-7,512
| -21% | -$148K | 0.07% | 174 |
|
|
2022
Q2 | $616K | Buy |
+35,724
| New | +$616K | 0.09% | 158 |
|