SAG
SageView Advisory Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,943
| Closed | -$342K | – | 675 |
|
|
2023
Q3 | $342K | Hold |
12,943
| – | – | 0.02% | 398 |
|
|
2023
Q2 | $349K | Hold |
12,943
| – | – | 0.02% | 418 |
|
|
2023
Q1 | $345K | Hold |
12,943
| – | – | 0.02% | 362 |
|
|
2022
Q4 | $345K | Buy |
+12,943
| New | +$345K | 0.03% | 302 |
|