Iron Horse Wealth Management’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-250
| Closed | -$2.42K | – | 497 |
|
|
2024
Q1 | $2.42K | Hold |
250
| – | – | ﹤0.01% | 328 |
|
|
2023
Q4 | $2.14K | Hold |
250
| – | – | ﹤0.01% | 359 |
|
|
2023
Q3 | $1.98K | Hold |
250
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $1.93K | Hold |
250
| – | – | ﹤0.01% | 234 |
|
|
2023
Q1 | $1.91K | Hold |
250
| – | – | ﹤0.01% | 270 |
|
|
2022
Q4 | $2K | Buy |
+250
| New | +$2K | ﹤0.01% | 208 |
|
|
2022
Q3 | – | Sell |
-250
| Closed | -$2K | – | 310 |
|
|
2022
Q2 | $2K | Hold |
250
| – | – | ﹤0.01% | 209 |
|
|
2022
Q1 | $2K | Hold |
250
| – | – | ﹤0.01% | 197 |
|
|
2021
Q4 | $2K | Hold |
250
| – | – | ﹤0.01% | 182 |
|
|
2021
Q3 | $2K | Hold |
250
| – | – | ﹤0.01% | 164 |
|
|
2021
Q2 | $2K | Hold |
250
| – | – | ﹤0.01% | 163 |
|
|
2021
Q1 | $2K | Hold |
250
| – | – | ﹤0.01% | 154 |
|
|
2020
Q4 | $1K | Buy |
+250
| New | +$1K | ﹤0.01% | 167 |
|