Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-385
| Closed | -$2.77K | – | 923 |
|
|
2021
Q3 | $2.77K | Buy |
+385
| New | +$2.77K | ﹤0.01% | 834 |
|
|
2019
Q4 | – | Sell |
-1,462
| Closed | -$16.8K | – | 890 |
|
|
2019
Q3 | $16.8K | Hold |
1,462
| – | – | ﹤0.01% | 679 |
|
|
2019
Q2 | $17.4K | Hold |
1,462
| – | – | ﹤0.01% | 547 |
|
|
2019
Q1 | $16.8K | Hold |
1,462
| – | – | ﹤0.01% | 533 |
|
|
2018
Q4 | $14.3K | Hold |
1,462
| – | – | ﹤0.01% | 549 |
|
|
2018
Q3 | $18.3K | Hold |
1,462
| – | – | ﹤0.01% | 546 |
|
|
2018
Q2 | $19.1K | Hold |
1,462
| – | – | ﹤0.01% | 529 |
|
|
2018
Q1 | $17.9K | Buy |
+1,462
| New | +$17.9K | ﹤0.01% | 545 |
|