WR Wealth Planners’s Alerian Energy Infrastructure ETF ENFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-600
| Closed | -$15.3K | – | 1169 |
|
|
2024
Q1 | $15.3K | Buy |
+600
| New | +$15.3K | ﹤0.01% | 508 |
|
|
2023
Q4 | – | Sell |
-583
| Closed | -$12.9K | – | 391 |
|
|
2023
Q3 | $12.9K | Buy |
583
+8
| +1% | +$177 | ﹤0.01% | 500 |
|
|
2023
Q2 | $12.5K | Buy |
575
+9
| +2% | +$196 | ﹤0.01% | 509 |
|
|
2023
Q1 | $11.9K | Buy |
566
+8
| +1% | +$168 | 0.01% | 513 |
|
|
2022
Q4 | $11.8K | Buy |
558
+7
| +1% | +$148 | 0.01% | 252 |
|
|
2022
Q3 | $10.9K | Buy |
551
+7
| +1% | +$138 | 0.01% | 253 |
|
|
2022
Q2 | $11K | Buy |
544
+8
| +1% | +$161 | 0.01% | 273 |
|
|
2022
Q1 | $12.2K | Buy |
+536
| New | +$12.2K | 0.01% | 273 |
|