Golden State Wealth Management’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $210K | Buy |
13,762
+130
| +1% | +$1.98K | 0.04% | 290 |
|
2021
Q4 | $185K | Buy |
+13,632
| New | +$185K | 0.03% | 355 |
|
2020
Q2 | – | Sell |
-300
| Closed | -$3K | – | 956 |
|
2020
Q1 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 835 |
|
2019
Q4 | – | Sell |
-300
| Closed | -$5K | – | 1006 |
|
2019
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 869 |
|
2019
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 916 |
|
2019
Q1 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 916 |
|