Carson Wealth (CWM LLC)’s First Trust Energy Income and Growth Fund FEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $36K | Sell |
|
|||||
|
2023
Q4 | $35K | Hold |
|
|||||
|
2023
Q3 | $32K | Hold |
|
|||||
|
2023
Q2 | $34K | Sell |
|
|||||
|
2023
Q1 | $38K | Buy |
|
|||||
|
2022
Q4 | $14K | Sell |
|
|||||
|
2022
Q3 | $37K | Buy |
|
|||||
|
2022
Q2 | $16K | Hold |
|
|||||
|
2022
Q1 | $17K | Hold |
|
|||||
|
2021
Q4 | $14K | Buy |
|
|||||
|
2021
Q2 | $29K | Hold |
|
|||||
|
2021
Q1 | $29K | Hold |
|
|||||
|
2020
Q4 | $29K | Hold |
|
|||||
|
2020
Q3 | $29K | Hold |
|
|||||
|
2020
Q2 | $29K | Hold |
|
|||||
|
2020
Q1 | $29K | Hold |
|
|||||
|
2019
Q4 | $29K | Hold |
|
|||||
|
2019
Q3 | $29K | Hold |
|
|||||
|
2019
Q2 | $29K | Hold |
|
|||||
|
2019
Q1 | $29K | Sell |
|
|||||
|
2018
Q4 | $327K | Sell |
|
|||||
|
2018
Q3 | $418K | Sell |
|
|||||
|
2018
Q2 | $536K | Buy |
|