BDO Wealth Advisors’s First Trust Energy Income and Growth Fund FEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $245K | Sell |
17,563
-1,596
| -8% | -$22.2K | 0.03% | 238 |
|
|
2023
Q1 | $249K | Sell |
19,159
-3,421
| -15% | -$44.4K | 0.03% | 230 |
|
|
2022
Q4 | $320K | Sell |
22,580
-2,725
| -11% | -$38.7K | 0.04% | 216 |
|
|
2022
Q3 | $376K | Sell |
25,305
-1,581
| -6% | -$23.5K | 0.05% | 195 |
|
|
2022
Q2 | $428K | Sell |
26,886
-1,480
| -5% | -$23.6K | 0.05% | 187 |
|
|
2022
Q1 | $460K | Sell |
28,366
-50
| -0.2% | -$811 | 0.05% | 190 |
|
|
2021
Q4 | $393K | Sell |
28,416
-1,349
| -5% | -$18.7K | 0.04% | 207 |
|
|
2021
Q3 | $404K | Sell |
29,765
-846
| -3% | -$11.5K | 0.04% | 201 |
|
|
2021
Q2 | $444K | Sell |
30,611
-146
| -0.5% | -$2.12K | 0.05% | 203 |
|
|
2021
Q1 | $412K | Buy |
+30,757
| New | +$412K | 0.05% | 202 |
|