Mark Sheptoff Financial Planning’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-200
| Closed | -$2K | – | 398 |
|
2020
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 334 |
|
2020
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 306 |
|
2020
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 335 |
|
2019
Q3 | – | Sell |
-414
| Closed | -$7K | – | 399 |
|
2019
Q2 | $7K | Buy |
414
+8
| +2% | +$135 | ﹤0.01% | 284 |
|
2019
Q1 | $6K | Buy |
406
+6
| +2% | +$89 | ﹤0.01% | 293 |
|
2018
Q4 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 283 |
|