MWM
FEI
Mattern Wealth Management’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,200
| Closed | -$88.6K | – | 178 |
|
|
2023
Q3 | $88.6K | Hold |
11,200
| – | – | 0.03% | 167 |
|
|
2023
Q2 | $86.4K | Hold |
11,200
| – | – | 0.03% | 161 |
|
|
2023
Q1 | $85.6K | Hold |
11,200
| – | – | 0.03% | 169 |
|
|
2022
Q4 | $87.5K | Hold |
11,200
| – | – | 0.04% | 161 |
|
|
2022
Q3 | $80K | Buy |
+11,200
| New | +$80K | 0.03% | 156 |
|