Clearview Wealth Advisors’s First Trust Energy Income and Growth Fund FEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-92
| Closed | -$1.29K | – | 692 |
|
|
2023
Q2 | $1.29K | Sell |
92
-31
| -25% | -$433 | ﹤0.01% | 576 |
|
|
2023
Q1 | $1.6K | Hold |
123
| – | – | ﹤0.01% | 541 |
|
|
2022
Q4 | $1.75K | Hold |
123
| – | – | ﹤0.01% | 490 |
|
|
2022
Q3 | $2K | Hold |
123
| – | – | ﹤0.01% | 509 |
|
|
2022
Q2 | $2K | Hold |
123
| – | – | ﹤0.01% | 515 |
|
|
2022
Q1 | $2K | Hold |
123
| – | – | ﹤0.01% | 546 |
|
|
2021
Q4 | $2K | Sell |
123
-62
| -34% | -$1.01K | ﹤0.01% | 603 |
|
|
2021
Q3 | $3K | Buy |
185
+1
| +0.5% | +$16 | ﹤0.01% | 567 |
|
|
2021
Q2 | $3K | Buy |
184
+4
| +2% | +$65 | ﹤0.01% | 559 |
|
|
2021
Q1 | $2K | Buy |
180
+4
| +2% | +$44 | ﹤0.01% | 561 |
|
|
2020
Q4 | $2K | Buy |
+176
| New | +$2K | ﹤0.01% | 520 |
|