TRADITION WEALTH MANAGEMENT, LLC – First Trust Preferred Securities and Income ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$763,000
portfolio value
TRADITION WEALTH MANAGEMENT, 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 | Increase | +1052.70% | 41.75K shares | 695K | $16.7 | 45.71K |
| Q2 2022 | share | 0.00% | 0 shares | -7K | $17.23 | 3.96K | |
| Q1 2022 | share | 0.00% | 0 shares | -6K | $19.02 | 3.96K | |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $20.3 | 3.96K | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $20.39 | 3.96K | |
| Q2 2021 | share | Increase | +60.83% | 1.5K shares | 32K | $20.23 | 3.96K |
| Q1 2021 | share | Increase | +393.20% | 1.96K shares | 40K | $19.57 | 2.46K |
| Q4 2020 | share | Increase | 0.00% | 500 shares | 10K | $19.38 | 500 |