Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $767K | Sell |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $921K | Sell |
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|
2023
Q2 | $984K | Sell |
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|
2023
Q1 | $966K | Buy |
|
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.24M | Sell |
|
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $2M | Buy |
|
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $872K | Buy |
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|
2020
Q2 | $711K | Buy |
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|
2020
Q1 | $438K | Buy |
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|
2019
Q4 | $214K | Buy |
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