IMA WEALTH, INC. – First Trust Preferred Securities and Income ETF Transaction History
IMA WEALTH, INC. portfolio value:
$3.31M
portfolio value
IMA WEALTH, INC. quarter portfolio value change:
-3.08%
quarter
First Trust Preferred Securities and Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.28% | 554 shares | -95K | $16.7 | 198.42K |
| Q2 2022 | share | Increase | +1.69% | 3.28K shares | -292K | $17.23 | 197.87K |
| Q1 2022 | share | Increase | +6.30% | 11.52K shares | -19K | $19.02 | 194.58K |
| Q4 2021 | share | Increase | +252.10% | 131.06K shares | 2.65M | $20.3 | 183.05K |
| Q3 2021 | share | Increase | +277.15% | 38.20K shares | 784K | $20.39 | 51.99K |
| Q2 2021 | share | Increase | 0.00% | 13.78K shares | 284K | $20.23 | 13.78K |
| Q3 2018 | share | Decrease | -100.00% | -2.34K shares | -45K | $16.22 | 0 |
| Q2 2018 | share | Increase | 0.00% | 2.34K shares | 45K | $15.96 | 2.34K |