IWM
IHT 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 | $7.12M | Sell |
189,695
-2,004
| -1% | -$75.2K | 0.2% | 109 |
|
|
2025
Q1 | $7.19M | Buy |
191,699
+185,689
| +3,090% | +$6.96M | 0.22% | 94 |
|
|
2024
Q4 | $214K | Buy |
+6,010
| New | +$214K | 0.01% | 999 |
|
|
2024
Q3 | – | Sell |
-7,264
| Closed | -$221K | – | 1157 |
|
|
2024
Q2 | $221K | Buy |
+7,264
| New | +$221K | 0.01% | 914 |
|
|
2018
Q2 | – | Sell |
-5,630
| Closed | -$122K | – | 688 |
|
|
2018
Q1 | $122K | Sell |
5,630
-519
| -8% | -$11.2K | 0.03% | 437 |
|
|
2017
Q4 | $153K | Buy |
6,149
+5,963
| +3,206% | +$148K | 0.04% | 397 |
|
|
2017
Q3 | $5K | Sell |
186
-483
| -72% | -$13K | ﹤0.01% | 1085 |
|
|
2017
Q2 | $18 | Buy |
669
+1
| +0.1% | – | 0.01% | 807 |
|
|
2017
Q1 | $38K | Buy |
668
+575
| +618% | +$32.7K | 0.03% | 490 |
|
|
2016
Q4 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 1028 |
|