J.P. Morgan Private Wealth Advisors’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20,305
| Closed | -$203K | – | 1636 |
|
|
2020
Q2 | $203K | Hold |
20,305
| – | – | ﹤0.01% | 1459 |
|
|
2020
Q1 | $183K | Sell |
20,305
-600
| -3% | -$5.41K | ﹤0.01% | 1308 |
|
|
2019
Q4 | $352K | Buy |
20,905
+405
| +2% | +$6.82K | ﹤0.01% | 1170 |
|
|
2019
Q3 | $338K | Sell |
20,500
-100
| -0.5% | -$1.65K | ﹤0.01% | 1143 |
|
|
2019
Q2 | $328K | Hold |
20,600
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q1 | $327K | Hold |
20,600
| – | – | ﹤0.01% | 1174 |
|
|
2018
Q4 | $267K | Hold |
20,600
| – | – | ﹤0.01% | 1224 |
|
|
2018
Q3 | $324K | Hold |
20,600
| – | – | ﹤0.01% | 1252 |
|
|
2018
Q2 | $339K | Buy |
+20,600
| New | +$339K | ﹤0.01% | 1158 |
|