IFG Advisory’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,124
| Closed | -$251K | – | 529 |
|
|
2021
Q4 | $251K | Sell |
7,124
-1,614
| -18% | -$56.9K | 0.02% | 432 |
|
|
2021
Q3 | $278K | Sell |
8,738
-762
| -8% | -$24.2K | 0.03% | 408 |
|
|
2021
Q2 | $305K | Sell |
9,500
-9
| -0.1% | -$289 | 0.03% | 383 |
|
|
2021
Q1 | $287K | Buy |
9,509
+443
| +5% | +$13.4K | 0.04% | 404 |
|
|
2020
Q4 | $247K | Buy |
9,066
+12
| +0.1% | +$327 | 0.03% | 390 |
|
|
2020
Q3 | $216K | Buy |
+9,054
| New | +$216K | 0.04% | 380 |
|