Steward Partners Investment Advisory’s First Trust Energy Income and Growth Fund FEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $61.6K | Sell |
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|
2023
Q4 | $61.8K | Hold |
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|
2023
Q3 | $56.2K | Hold |
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|
2023
Q2 | $59.5K | Hold |
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|
2023
Q1 | $55.4K | Hold |
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|
2022
Q4 | $60.6K | Hold |
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|
2022
Q3 | $63K | Hold |
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|
2022
Q2 | $68K | Hold |
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|
2022
Q1 | $69K | Hold |
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|
2021
Q4 | $59K | Buy |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $14.3K | Buy |
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|
2020
Q4 | $10K | Sell |
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|
2020
Q3 | $97K | Sell |
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|
2020
Q2 | $124K | Hold |
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|
2020
Q1 | $100K | Sell |
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|
2019
Q4 | $261K | Buy |
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|
2019
Q3 | $260K | Hold |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $250K | Hold |
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|
2018
Q4 | $215K | Buy |
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|
2018
Q3 | $17K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $20K | Buy |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $7K | Buy |
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