CASTLE WEALTH MANAGEMENT LLC – First Trust Specialty Finance and Financial Opportunities Fund Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$44,000
portfolio value
CASTLE WEALTH MANAGEMENT LLC quarter portfolio value change:
-10.34%
quarter
First Trust Specialty Finance and Financial Opportunities Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -5K | $2.86 | 15.29K | |
| Q2 2022 | share | Increase | 0.00% | 15.29K shares | 49K | $3.19 | 15.29K |