GeoWealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $91.3K | Sell |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $579K | Buy |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $681K | Sell |
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|
2022
Q4 | $799K | Sell |
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|
2022
Q3 | $844K | Buy |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $628K | Sell |
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|
2021
Q4 | $903K | Buy |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $3.65M | Buy |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.49M | Buy |
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|
2020
Q3 | $893K | Buy |
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|
2020
Q2 | $553K | Buy |
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|
2020
Q1 | $271K | Buy |
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