OCTAVIA WEALTH ADVISORS, LLC – First Trust Preferred Securities and Income ETF Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$400,000
portfolio value
OCTAVIA WEALTH ADVISORS, LLC 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 | Decrease | -13.85% | -3.84K shares | -79K | $16.7 | 23.92K |
| Q2 2022 | share | Decrease | -93.27% | -385.03K shares | -7.37M | $17.23 | 27.77K |
| Q1 2022 | share | Increase | +0.39% | 1.60K shares | -504K | $19.02 | 412.81K |
| Q4 2021 | share | Increase | +17.89% | 62.40K shares | 1.21M | $20.3 | 411.20K |
| Q3 2021 | share | Increase | 0.00% | 348.80K shares | 7.14M | $20.39 | 348.80K |