CWM
FEN

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

Cornerstone 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
2018
Q4 		– Sell
-49,500
Closed -$2M – 1193
2018
Q3 		$2M Buy
49,500
+3,920
+9% +$158K 0.03% 496
2018
Q2 		$2M Buy
+45,580
New +$2M 0.02% 547