Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,017
| Closed | -$487K | – | 484 |
|
|
2021
Q1 | $487K | Sell |
10,017
-1,030
| -9% | -$50.1K | 0.06% | 275 |
|
|
2020
Q4 | $538K | Buy |
+11,047
| New | +$538K | 0.07% | 235 |
|
|
2018
Q4 | – | Sell |
-85,699
| Closed | -$1.75M | – | 695 |
|
|
2018
Q3 | $1.75M | Buy |
85,699
+36,077
| +73% | +$736K | 0.02% | 538 |
|
|
2018
Q2 | $1.05M | Buy |
+49,622
| New | +$1.05M | 0.01% | 741 |
|
|
2017
Q2 | – | Sell |
-15,472
| Closed | -$756K | – | 392 |
|
|
2017
Q1 | $756K | Sell |
15,472
-109
| -0.7% | -$5.33K | 0.19% | 110 |
|
|
2016
Q4 | $755K | Buy |
15,581
+26
| +0.2% | +$1.26K | 0.24% | 85 |
|
|
2016
Q3 | $757K | Buy |
+15,555
| New | +$757K | 0.28% | 69 |
|