Guardian Wealth Advisors (North Carolina)’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | -$16 | – | 536 |
|
|
2024
Q4 | – | Hold |
0
| – | -$15 | – | 516 |
|
|
2024
Q3 | – | Sell |
-903
| Closed | -$27.5K | – | 451 |
|
|
2024
Q2 | $27.5K | Sell |
903
-155
| -15% | -$4.72K | ﹤0.01% | 329 |
|
|
2024
Q1 | $31.3K | Buy |
1,058
+155
| +17% | +$4.58K | ﹤0.01% | 344 |
|
|
2023
Q4 | $25K | Sell |
903
-40
| -4% | -$1.11K | ﹤0.01% | 341 |
|
|
2023
Q3 | $24.9K | Sell |
943
-57
| -6% | -$1.51K | ﹤0.01% | 326 |
|
|
2023
Q2 | $27K | Sell |
1,000
-1,400
| -58% | -$37.8K | ﹤0.01% | 311 |
|
|
2023
Q1 | $63.9K | Hold |
2,400
| – | – | 0.01% | 252 |
|
|
2022
Q4 | $64.1K | Buy |
+2,400
| New | +$64.1K | 0.01% | 245 |
|