B. Riley Wealth Advisors’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 |
-14,946
| Closed | -$118K | – | 1633 |
|
|
2024
Q1 | $118K | Buy |
14,946
+1,022
| +7% | +$8.08K | ﹤0.01% | 1338 |
|
|
2023
Q4 | $119K | Sell |
13,924
-1,022
| -7% | -$8.76K | ﹤0.01% | 1313 |
|
|
2023
Q3 | $118K | Sell |
14,946
-920
| -6% | -$7.28K | ﹤0.01% | 1338 |
|
|
2023
Q2 | $122K | Buy |
15,866
+57
| +0.4% | +$439 | ﹤0.01% | 1414 |
|
|
2023
Q1 | $121K | Sell |
15,809
-5,225
| -25% | -$39.9K | ﹤0.01% | 1363 |
|
|
2022
Q4 | $164K | Buy |
21,034
+6,377
| +44% | +$49.8K | ﹤0.01% | 1300 |
|
|
2022
Q3 | $105K | Buy |
14,657
+3,540
| +32% | +$25.4K | ﹤0.01% | 1320 |
|
|
2022
Q2 | $86K | Buy |
+11,117
| New | +$86K | ﹤0.01% | 1142 |
|