Columbia Advisory Partners’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,839
| Closed | -$144K | – | 65 |
|
|
2023
Q3 | $144K | Sell |
10,839
-175
| -2% | -$2.33K | 0.16% | 66 |
|
|
2023
Q2 | $151K | Hold |
11,014
| – | – | 0.16% | 57 |
|
|
2023
Q1 | $154K | Sell |
11,014
-4,560
| -29% | -$63.7K | 0.15% | 57 |
|
|
2022
Q4 | $210K | Sell |
15,574
-4,730
| -23% | -$63.8K | 0.2% | 59 |
|
|
2022
Q3 | $273K | Buy |
20,304
+2,600
| +15% | +$35K | 0.33% | 31 |
|
|
2022
Q2 | $257K | Sell |
17,704
-1,825
| -9% | -$26.5K | 0.29% | 34 |
|
|
2022
Q1 | $340K | Buy |
+19,529
| New | +$340K | 0.34% | 26 |
|