Garden State Investment Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-7,551
| Closed | -$317K | – | 254 |
|
2024
Q3 | $317K | Sell |
7,551
-2,375
| -24% | -$99.7K | 0.1% | 171 |
|
2024
Q2 | $403K | Sell |
9,926
-700
| -7% | -$28.4K | 0.14% | 134 |
|
2024
Q1 | $436K | Buy |
10,626
+3,760
| +55% | +$154K | 0.16% | 125 |
|
2023
Q4 | $285K | Buy |
6,866
+1,350
| +24% | +$56.1K | 0.11% | 157 |
|
2023
Q3 | $216K | Hold |
5,516
| – | – | 0.1% | 166 |
|
2023
Q2 | $219K | Hold |
5,516
| – | – | 0.09% | 179 |
|
2023
Q1 | $219K | Hold |
5,516
| – | – | 0.09% | 171 |
|
2022
Q4 | $215K | Buy |
+5,516
| New | +$215K | 0.13% | 159 |
|