Benjamin F. Edwards & Company’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 |
-8,250
| Closed | -$109K | – | 1234 |
|
|
2015
Q2 | $109K | Sell |
8,250
-1,000
| -11% | -$13.2K | 0.02% | 443 |
|
|
2015
Q1 | $132K | Buy |
9,250
+3,025
| +49% | +$43.2K | 0.03% | 394 |
|
|
2014
Q4 | $90K | Hold |
6,225
| – | – | 0.02% | 413 |
|
|
2014
Q3 | $96K | Buy |
6,225
+3,525
| +131% | +$54.4K | 0.02% | 403 |
|
|
2014
Q2 | $44K | Buy |
2,700
+2,200
| +440% | +$35.9K | 0.01% | 490 |
|
|
2014
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 726 |
|