WR Wealth Planners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $43.2K | Hold |
1,211
| – | – | 0.01% | 333 |
|
|
2024
Q3 | $40.7K | Hold |
1,211
| – | – | 0.01% | 364 |
|
|
2024
Q2 | $36.9K | Hold |
1,211
| – | – | 0.01% | 366 |
|
|
2024
Q1 | $35.8K | Buy |
+1,211
| New | +$35.8K | 0.01% | 377 |
|
|
2023
Q4 | – | Sell |
-1,211
| Closed | -$32K | – | 383 |
|
|
2023
Q3 | $32K | Hold |
1,211
| – | – | 0.01% | 372 |
|
|
2023
Q2 | $32.7K | Hold |
1,211
| – | – | 0.01% | 373 |
|
|
2023
Q1 | $32.2K | Hold |
1,211
| – | – | 0.01% | 379 |
|
|
2022
Q4 | $32.3K | Hold |
1,211
| – | – | 0.02% | 195 |
|
|
2022
Q3 | $30.1K | Hold |
1,211
| – | – | 0.02% | 190 |
|
|
2022
Q2 | $31.2K | Hold |
1,211
| – | – | 0.02% | 202 |
|
|
2022
Q1 | $33.5K | Buy |
+1,211
| New | +$33.5K | 0.02% | 196 |
|