Carson Wealth (CWM LLC)’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7K | Sell |
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|
2023
Q4 | $7K | Buy |
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|
2023
Q3 | $7K | Buy |
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|
2023
Q2 | $1K | Hold |
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|
2023
Q1 | $1K | Buy |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $28K | Hold |
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|
2020
Q1 | $28K | Hold |
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|
2019
Q4 | $28K | Hold |
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|
2019
Q3 | $28K | Hold |
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|
2019
Q2 | $28K | Hold |
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|
2019
Q1 | $28K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $15K | Hold |
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|
2015
Q3 | $17K | Buy |
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