Kovack Advisors’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
Q1 | – | Sell |
-15,740
| Closed | -$135K | – | 620 |
|
|
2023
Q4 | $135K | Sell |
15,740
-2,376
| -13% | -$20.4K | 0.02% | 545 |
|
|
2023
Q3 | $143K | Buy |
18,116
+3,366
| +23% | +$26.6K | 0.02% | 514 |
|
|
2023
Q2 | $114K | Hold |
14,750
| – | – | 0.01% | 549 |
|
|
2023
Q1 | $113K | Buy |
+14,750
| New | +$113K | 0.02% | 551 |
|
|
2017
Q2 | – | Sell |
-11,160
| Closed | -$182K | – | 394 |
|
|
2017
Q1 | $182K | Buy |
+11,160
| New | +$182K | 0.07% | 273 |
|