WIM
Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,000
| Closed | -$191K | – | 815 |
|
|
2022
Q2 | $191K | Hold |
10,000
| – | – | 0.43% | 52 |
|
|
2022
Q1 | $191K | Hold |
10,000
| – | – | 0.42% | 55 |
|
|
2021
Q4 | $206K | Hold |
10,000
| – | – | 0.47% | 49 |
|
|
2021
Q3 | $206K | Hold |
10,000
| – | – | 0.47% | 48 |
|
|
2021
Q2 | $206K | Hold |
10,000
| – | – | 0.48% | 51 |
|
|
2021
Q1 | $202K | Buy |
+10,000
| New | +$202K | 0.53% | 47 |
|
|
2018
Q4 | – | Sell |
-700
| Closed | -$38.8K | – | 739 |
|
|
2018
Q3 | $38.8K | Sell |
700
-1,200
| -63% | -$66.6K | 0.01% | 279 |
|
|
2018
Q2 | $36.3K | Hold |
1,900
| – | – | 0.01% | 323 |
|
|
2018
Q1 | $37K | Hold |
1,900
| – | – | 0.02% | 305 |
|
|
2017
Q4 | $38.1K | Hold |
1,900
| – | – | 0.02% | 308 |
|
|
2017
Q3 | $38.1K | Hold |
1,900
| – | – | 0.02% | 294 |
|
|
2017
Q2 | $38.1K | Buy |
+1,900
| New | +$38.1K | 0.02% | 290 |
|