Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,263
| Closed | -$95.6K | – | 2417 |
|
|
2024
Q1 | $95.6K | Buy |
5,263
+2,314
| +78% | +$42K | ﹤0.01% | 1005 |
|
|
2023
Q4 | $46.9K | Sell |
2,949
-2,314
| -44% | -$36.8K | ﹤0.01% | 1219 |
|
|
2023
Q3 | $79.7K | Hold |
5,263
| – | – | ﹤0.01% | 1015 |
|
|
2023
Q2 | $77.4K | Hold |
5,263
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q1 | $75.5K | Hold |
5,263
| – | – | ﹤0.01% | 1048 |
|
|
2022
Q4 | $76K | Hold |
5,263
| – | – | ﹤0.01% | 839 |
|
|
2022
Q3 | $70K | Hold |
5,263
| – | – | ﹤0.01% | 838 |
|
|
2022
Q2 | $75K | Sell |
5,263
-4,647
| -47% | -$66.2K | ﹤0.01% | 1146 |
|
|
2022
Q1 | $151K | Buy |
9,910
+616
| +7% | +$9.39K | ﹤0.01% | 1011 |
|
|
2021
Q4 | $126K | Hold |
9,294
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q3 | $118K | Buy |
9,294
+4,628
| +99% | +$58.8K | ﹤0.01% | 1133 |
|
|
2021
Q2 | $64K | Hold |
4,666
| – | – | ﹤0.01% | 1382 |
|
|
2021
Q1 | $58K | Buy |
+4,666
| New | +$58K | ﹤0.01% | 1655 |
|