Atria Wealth Solutions’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,633
| Closed | -$229K | – | 2074 |
|
|
2024
Q1 | $229K | Buy |
12,633
+495
| +4% | +$8.99K | ﹤0.01% | 1719 |
|
|
2023
Q4 | $200K | Buy |
12,138
+232
| +2% | +$3.82K | ﹤0.01% | 1770 |
|
|
2023
Q3 | $180K | Buy |
11,906
+46
| +0.4% | +$696 | ﹤0.01% | 1713 |
|
|
2023
Q2 | $174K | Buy |
11,860
+1,811
| +18% | +$26.6K | ﹤0.01% | 1727 |
|
|
2023
Q1 | $144K | Buy |
+10,049
| New | +$144K | ﹤0.01% | 1714 |
|