BWA
BlueChip Wealth Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2M | Sell |
53,276
-199
| -0.4% | -$7.46K | 0.89% | 29 |
|
2025
Q1 | $2M | Buy |
53,475
+2,812
| +6% | +$105K | 0.98% | 26 |
|
2024
Q4 | $1.81M | Buy |
50,663
+2,101
| +4% | +$74.9K | 1% | 25 |
|
2024
Q3 | $1.63M | Buy |
48,562
+11
| +0% | +$370 | 0.85% | 29 |
|
2024
Q2 | $1.48M | Buy |
48,551
+1,591
| +3% | +$48.5K | 0.87% | 27 |
|
2024
Q1 | $1.39M | Buy |
46,960
+4,035
| +9% | +$119K | 0.89% | 28 |
|
2023
Q4 | $1.19M | Buy |
+42,925
| New | +$1.19M | 0.83% | 31 |
|