BWA
FSD
BDO Wealth Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $95.8K | Sell |
8,378
-1,000
| -11% | -$11.4K | 0.01% | 349 |
|
|
2023
Q1 | $106K | Sell |
9,378
-7,293
| -44% | -$82.8K | 0.01% | 316 |
|
|
2022
Q4 | $191K | Sell |
16,671
-2,795
| -14% | -$32K | 0.02% | 266 |
|
|
2022
Q3 | $211K | Sell |
19,466
-2,142
| -10% | -$23.2K | 0.03% | 242 |
|
|
2022
Q2 | $246K | Hold |
21,608
| – | – | 0.03% | 233 |
|
|
2022
Q1 | $291K | Hold |
21,608
| – | – | 0.03% | 223 |
|
|
2021
Q4 | $337K | Hold |
21,608
| – | – | 0.04% | 220 |
|
|
2021
Q3 | $343K | Sell |
21,608
-4
| -0% | -$63 | 0.04% | 219 |
|
|
2021
Q2 | $340K | Sell |
21,612
-1,215
| -5% | -$19.1K | 0.04% | 227 |
|
|
2021
Q1 | $345K | Buy |
+22,827
| New | +$345K | 0.04% | 216 |
|