Valeo Financial Advisors’s First Trust Energy Income and Growth Fund FEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-100
| Closed | -$1K | – | 2124 |
|
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 1698 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1485 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1411 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1439 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1399 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1329 |
|
|
2018
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1525 |
|