Guardian Wealth Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,837
| Closed | -$26.1K | – | 260 |
|
|
2022
Q4 | $26.1K | Buy |
1,837
+8
| +0.4% | +$114 | 0.03% | 133 |
|
|
2022
Q3 | $27K | Buy |
1,829
+8
| +0.4% | +$118 | 0.03% | 128 |
|
|
2022
Q2 | $29K | Sell |
1,821
-36
| -2% | -$573 | 0.03% | 131 |
|
|
2022
Q1 | $30K | Buy |
1,857
+9
| +0.5% | +$145 | 0.03% | 138 |
|
|
2021
Q4 | $26K | Buy |
+1,848
| New | +$26K | 0.03% | 140 |
|