B. Riley Wealth Management’s First Trust Strategic High FHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-432
| Closed | -$5K | – | 1015 |
|
|
2015
Q2 | $5K | Hold |
432
| – | – | ﹤0.01% | 870 |
|
|
2015
Q1 | $6K | Hold |
432
| – | – | ﹤0.01% | 843 |
|
|
2014
Q4 | $6K | Sell |
432
-290
| -40% | -$4.03K | ﹤0.01% | 834 |
|
|
2014
Q3 | $11K | Hold |
722
| – | – | 0.01% | 757 |
|
|
2014
Q2 | $11K | Hold |
722
| – | – | 0.01% | 810 |
|
|
2014
Q1 | $12K | Buy |
+722
| New | +$12K | 0.01% | 733 |
|