Atria Wealth Solutions’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,452
| Closed | -$231K | – | 2019 |
|
|
2023
Q3 | $231K | Buy |
7,452
+19
| +0.3% | +$588 | ﹤0.01% | 1585 |
|
|
2023
Q2 | $241K | Sell |
7,433
-1,215
| -14% | -$39.4K | ﹤0.01% | 1570 |
|
|
2023
Q1 | $268K | Sell |
8,648
-1,336
| -13% | -$41.4K | ﹤0.01% | 1476 |
|
|
2022
Q4 | $298K | Sell |
9,984
-2,509
| -20% | -$74.9K | ﹤0.01% | 1356 |
|
|
2022
Q3 | $334K | Sell |
12,493
-206
| -2% | -$5.51K | 0.01% | 1228 |
|
|
2022
Q2 | $362K | Buy |
+12,699
| New | +$362K | 0.01% | 1099 |
|