PBMares Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Sell |
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|
2025
Q1 | $623K | Sell |
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|
2024
Q4 | $625K | Sell |
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|
2024
Q3 | $605K | Sell |
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|
2024
Q2 | $549K | Sell |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $502K | Sell |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $494K | Sell |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $530K | Sell |
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|
2022
Q2 | $556K | Sell |
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|
2022
Q1 | $611K | Buy |
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|
2021
Q4 | $489K | Buy |
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|
2021
Q3 | $448K | Buy |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $293K | Buy |
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