Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,359
| Closed | -$52K | – | 1309 |
|
|
2022
Q3 | $52K | Buy |
+1,359
| New | +$52K | ﹤0.01% | 598 |
|
|
2019
Q2 | – | Sell |
-719
| Closed | -$34K | – | 853 |
|
|
2019
Q1 | $34K | Buy |
719
+10
| +1% | +$473 | 0.01% | 455 |
|
|
2018
Q4 | $31K | Buy |
709
+9
| +1% | +$394 | 0.01% | 491 |
|
|
2018
Q3 | $33K | Buy |
700
+10
| +1% | +$471 | 0.01% | 512 |
|
|
2018
Q2 | $33K | Buy |
690
+9
| +1% | +$430 | 0.01% | 506 |
|
|
2018
Q1 | $32K | Buy |
681
+9
| +1% | +$423 | 0.01% | 514 |
|
|
2017
Q4 | $33K | Buy |
672
+10
| +2% | +$491 | 0.01% | 511 |
|
|
2017
Q3 | $32K | Buy |
662
+9
| +1% | +$435 | 0.01% | 244 |
|
|
2017
Q2 | $32K | Sell |
653
-1,545
| -70% | -$75.7K | 0.01% | 220 |
|
|
2017
Q1 | $107K | Buy |
2,198
+28
| +1% | +$1.36K | 0.04% | 182 |
|
|
2016
Q4 | $105K | Buy |
2,170
+27
| +1% | +$1.31K | 0.04% | 166 |
|
|
2016
Q3 | $104K | Buy |
+2,143
| New | +$104K | 0.04% | 171 |
|