CWSR
Chessman Wealth Strategies RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-54,869
| Closed | -$1.29M | – | 64 |
|
|
2018
Q3 | $1.29M | Sell |
54,869
-628
| -1% | -$14.7K | 1.13% | 12 |
|
|
2018
Q2 | $1.29M | Sell |
55,497
-1,660
| -3% | -$38.6K | 1.14% | 12 |
|
|
2018
Q1 | $1.25M | Hold |
57,157
| – | – | 1.58% | 13 |
|
|
2017
Q4 | $1.4M | Buy |
+57,157
| New | +$1.4M | 1.4% | 17 |
|