Geneos Wealth Management’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $59.4K | Sell |
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|
2025
Q1 | $85.2K | Buy |
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|
2024
Q4 | $27.8K | Hold |
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|
2024
Q3 | $28.9K | Sell |
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|
2024
Q2 | $30.3K | Hold |
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|
2024
Q1 | $30.6K | Hold |
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|
2023
Q4 | $27.6K | Hold |
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|
2023
Q3 | $24.8K | Hold |
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|
2023
Q2 | $25.9K | Hold |
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|
2023
Q1 | $24.8K | Sell |
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|
2022
Q4 | $35.8K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $34K | Sell |
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|
2022
Q1 | $66K | Hold |
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|
2021
Q4 | $70K | Hold |
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|
2021
Q3 | $64K | Hold |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $62K | Hold |
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|
2020
Q4 | $60K | Sell |
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|
2020
Q3 | $58K | Sell |
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|
2020
Q2 | $76K | Hold |
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|
2020
Q1 | $65K | Hold |
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|
2019
Q4 | $87K | Hold |
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|
2019
Q3 | $80K | Hold |
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|
2019
Q2 | $79K | Hold |
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|
2019
Q1 | $77K | Hold |
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|
2018
Q4 | $67K | Hold |
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|
2018
Q3 | $80K | Hold |
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|
2018
Q2 | $76K | Buy |
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