AWM
FEN

Adams Wealth Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Adams Wealth Management’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,652
Closed -$97K – 352
2020
Q3 		$97K Sell
10,652
-8,519
-44% -$77.6K 0.08% 87
2020
Q2 		$207K Buy
19,171
+6,147
+47% +$66.4K 0.21% 69
2020
Q1 		$114K Sell
13,024
-2,332
-15% -$20.4K 0.14% 66
2019
Q4 		$347K Buy
+15,356
New +$347K 0.29% 75