BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,585
| Closed | -$76K | – | 955 |
|
|
2019
Q3 | $76K | Buy |
1,585
+1,235
| +353% | +$59.2K | 0.02% | 287 |
|
|
2019
Q2 | $17K | Buy |
+350
| New | +$17K | ﹤0.01% | 443 |
|
|
2018
Q3 | – | Sell |
-525
| Closed | -$25K | – | 634 |
|
|
2018
Q2 | $25K | Buy |
+525
| New | +$25K | 0.01% | 402 |
|
|
2017
Q3 | – | Sell |
-26,619
| Closed | -$1.31M | – | 200 |
|
|
2017
Q2 | $1.31M | Sell |
26,619
-4,503
| -14% | -$221K | 0.37% | 51 |
|
|
2017
Q1 | $1.52M | Buy |
31,122
+155
| +0.5% | +$7.58K | 0.45% | 38 |
|
|
2016
Q4 | $1.49M | Buy |
30,967
+1,380
| +5% | +$66.6K | 0.5% | 36 |
|
|
2016
Q3 | $1.44M | Buy |
29,587
+19,365
| +189% | +$942K | 0.5% | 39 |
|
|
2016
Q2 | $487K | Buy |
+10,222
| New | +$487K | 0.21% | 106 |
|