BHWM
FTHY

Beaird Harris Wealth Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Beaird Harris Wealth Management’s Portfolio FTHY Stock Details FTHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-315
Closed -$4.76K – 510
2024
Q3 		$4.76K Sell
315
-235
-43% -$3.55K ﹤0.01% 380
2024
Q2 		$7.88K Buy
550
+235
+75% +$3.37K ﹤0.01% 402
2024
Q1 		$4.58K Hold
315
– – ﹤0.01% 397
2023
Q4 		$4.39K Buy
+315
New +$4.39K ﹤0.01% 397