Beta Wealth Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $257K | Buy |
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|
2024
Q4 | $244K | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $758K | Hold |
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|
2021
Q3 | $758K | Sell |
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|
2021
Q2 | $849K | Sell |
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|
2021
Q1 | $835K | Sell |
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|
2020
Q4 | $805K | Buy |
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