Jacobus Wealth Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.72M | Sell |
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|
2017
Q2 | $3.97M | Buy |
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|
2017
Q1 | $4.17M | Buy |
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|
2016
Q4 | $4.09M | Sell |
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|
2016
Q3 | $4.66M | Buy |
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|
2016
Q2 | $4.26M | Buy |
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|
2016
Q1 | $3.88M | Buy |
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|
2015
Q4 | $3.38M | Sell |
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|
2015
Q3 | $7.73M | Buy |
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|
2015
Q2 | $8.74M | Sell |
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|
2015
Q1 | $9.7M | Buy |
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|
2014
Q4 | $10M | Buy |
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|
2014
Q3 | $9.43M | Buy |
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|
2014
Q2 | $9.13M | Sell |
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|
2014
Q1 | $8.32M | Buy |
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|
2013
Q4 | $7.43M | Buy |
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|
2013
Q3 | $6.93M | Buy |
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|
2013
Q2 | $7.11M | Buy |
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