MWM
FEN

Maltin Wealth Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Maltin Wealth Management’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-68,268
Closed -$730K – 108
2020
Q4 		$730K Buy
68,268
+3,762
+6% +$40.2K 0.51% 48
2020
Q3 		$584K Buy
64,506
+32,949
+104% +$298K 0.42% 55
2020
Q2 		$341K Buy
31,557
+8,358
+36% +$90.3K 0.26% 63
2020
Q1 		$203K Buy
+23,199
New +$203K 0.17% 77