Atlas Private Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.28M | Buy |
31,084
+131
| +0.4% | +$5.4K | 0.54% | 64 |
|
2023
Q4 | $1.29M | Sell |
30,953
-608
| -2% | -$25.3K | 0.6% | 57 |
|
2023
Q3 | $1.24M | Buy |
31,561
+179
| +0.6% | +$7.02K | 0.66% | 54 |
|
2023
Q2 | $1.24M | Buy |
31,382
+543
| +2% | +$21.5K | 0.66% | 58 |
|
2023
Q1 | $1.23M | Sell |
30,839
-1,130
| -4% | -$44.9K | 0.74% | 45 |
|
2022
Q4 | $1.24M | Sell |
31,969
-132
| -0.4% | -$5.14K | 0.57% | 38 |
|
2022
Q3 | $1.23M | Buy |
32,101
+1,029
| +3% | +$39.4K | 0.89% | 33 |
|
2022
Q2 | $1.22M | Sell |
31,072
-449
| -1% | -$17.6K | 0.83% | 38 |
|
2022
Q1 | $1.44M | Buy |
31,521
+222
| +0.7% | +$10.2K | 0.84% | 35 |
|
2021
Q4 | $1.5M | Buy |
31,299
+2,116
| +7% | +$101K | 0.84% | 39 |
|
2021
Q3 | $1.41M | Sell |
29,183
-1,058
| -3% | -$51K | 0.86% | 38 |
|
2021
Q2 | $1.47M | Sell |
30,241
-15,974
| -35% | -$775K | 0.91% | 36 |
|
2021
Q1 | $2.25M | Buy |
46,215
+77
| +0.2% | +$3.75K | 1.44% | 17 |
|
2020
Q4 | $2.25M | Buy |
46,138
+11,816
| +34% | +$576K | 1.6% | 17 |
|
2020
Q3 | $1.62M | Buy |
34,322
+7,308
| +27% | +$345K | 1.27% | 24 |
|
2020
Q2 | $1.24M | Buy |
27,014
+14,888
| +123% | +$682K | 1% | 30 |
|
2020
Q1 | $509K | Sell |
12,126
-98
| -0.8% | -$4.11K | 0.47% | 63 |
|
2019
Q4 | $596K | Buy |
+12,224
| New | +$596K | 0.46% | 66 |
|