Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-19,920
| Closed | -$243K | – | 383 |
|
|
2018
Q1 | $243K | Sell |
19,920
-3,493
| -15% | -$42.6K | 0.11% | 194 |
|
|
2017
Q4 | $301K | Buy |
+23,413
| New | +$301K | 0.12% | 152 |
|
|
2016
Q4 | – | Sell |
-13,956
| Closed | -$172K | – | 281 |
|
|
2016
Q3 | $172K | Buy |
+13,956
| New | +$172K | 0.15% | 158 |
|
|
2015
Q3 | – | Sell |
-25,336
| Closed | -$335K | – | 309 |
|
|
2015
Q2 | $335K | Buy |
25,336
+4,578
| +22% | +$60.5K | 0.22% | 148 |
|
|
2015
Q1 | $295K | Buy |
+20,758
| New | +$295K | 0.19% | 164 |
|
|
2014
Q1 | – | Sell |
-15,046
| Closed | -$241K | – | 291 |
|
|
2013
Q4 | $241K | Sell |
15,046
-16,011
| -52% | -$256K | 0.15% | 201 |
|
|
2013
Q3 | $494K | Buy |
+31,057
| New | +$494K | 0.3% | 129 |
|