Sheaff Brock Investment Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,500
| Closed | -$111K | – | 516 |
|
|
2024
Q1 | $111K | Hold |
11,500
| – | – | 0.01% | 467 |
|
|
2023
Q4 | $98.6K | Hold |
11,500
| – | – | 0.01% | 450 |
|
|
2023
Q3 | $91K | Hold |
11,500
| – | – | 0.01% | 432 |
|
|
2023
Q2 | $88.7K | Hold |
11,500
| – | – | 0.01% | 457 |
|
|
2023
Q1 | $87.9K | Hold |
11,500
| – | – | 0.01% | 472 |
|
|
2022
Q4 | $89.8K | Hold |
11,500
| – | – | 0.01% | 458 |
|
|
2022
Q3 | $82K | Buy |
11,500
+500
| +5% | +$3.57K | 0.01% | 462 |
|
|
2022
Q2 | $85K | Buy |
11,000
+1,000
| +10% | +$7.73K | 0.01% | 467 |
|
|
2022
Q1 | $82K | Buy |
+10,000
| New | +$82K | 0.01% | 510 |
|