Keudell/Morrison Wealth Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $210K | Buy |
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