EWM
Empirical Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
5,569
| – | – | ﹤0.01% | 636 |
|
|
2025
Q1 | $209K | Buy |
+5,569
| New | +$209K | 0.01% | 595 |
|
|
2018
Q4 | – | Sell |
-10,765
| Closed | -$253K | – | 205 |
|
|
2018
Q3 | $253K | Sell |
10,765
-100
| -0.9% | -$2.35K | 0.04% | 177 |
|
|
2018
Q2 | $252K | Buy |
10,865
+80
| +0.7% | +$1.86K | 0.05% | 163 |
|
|
2018
Q1 | $236K | Buy |
10,785
+2,005
| +23% | +$43.9K | 0.05% | 151 |
|
|
2017
Q4 | $216K | Sell |
8,780
-250
| -3% | -$6.15K | 0.05% | 141 |
|
|
2017
Q3 | $224K | Buy |
+9,030
| New | +$224K | 0.05% | 128 |
|
|
2016
Q2 | – | Sell |
-9,701
| Closed | -$212K | – | 109 |
|
|
2016
Q1 | $212K | Buy |
+9,701
| New | +$212K | 0.05% | 101 |
|