CWM
FEN

Compass Wealth Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Compass Wealth Management’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-50
Closed -$822 – 404
2024
Q1 		$822 Hold
50
– – ﹤0.01% 379
2023
Q4 		$729 Buy
+50
New +$729 ﹤0.01% 374