Atria Wealth Solutions’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,000
| Closed | -$271K | – | 2073 |
|
|
2024
Q1 | $271K | Sell |
28,000
-3,000
| -10% | -$29K | ﹤0.01% | 1619 |
|
|
2023
Q4 | $266K | Buy |
31,000
+5,000
| +19% | +$42.9K | ﹤0.01% | 1570 |
|
|
2023
Q3 | $206K | Sell |
26,000
-500
| -2% | -$3.96K | ﹤0.01% | 1676 |
|
|
2023
Q2 | $204K | Buy |
26,500
+5,000
| +23% | +$38.6K | ﹤0.01% | 1681 |
|
|
2023
Q1 | $164K | Buy |
+21,500
| New | +$164K | ﹤0.01% | 1698 |
|