DWA
Divergent Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $353K | Buy |
10,507
+29
| +0.3% | +$974 | 0.06% | 25 |
|
|
2024
Q2 | $319K | Buy |
10,478
+30
| +0.3% | +$914 | 0.06% | 25 |
|
|
2024
Q1 | $309K | Sell |
10,448
-124
| -1% | -$3.66K | 0.06% | 25 |
|
|
2023
Q4 | $293K | Buy |
+10,572
| New | +$293K | 0.06% | 28 |
|
|
2023
Q3 | – | Sell |
-7,612
| Closed | -$206K | – | 31 |
|
|
2023
Q2 | $206K | Buy |
+7,612
| New | +$206K | 0.05% | 29 |
|