Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,125
| Closed | -$14K | – | 366 |
|
|
2016
Q3 | $14K | Hold |
1,125
| – | – | ﹤0.01% | 281 |
|
|
2016
Q2 | $13K | Hold |
1,125
| – | – | ﹤0.01% | 289 |
|
|
2016
Q1 | $13K | Hold |
1,125
| – | – | ﹤0.01% | 289 |
|
|
2015
Q4 | $13K | Buy |
+1,125
| New | +$13K | ﹤0.01% | 295 |
|
|
2015
Q3 | – | Sell |
-1,125
| Closed | -$15K | – | 298 |
|
|
2015
Q2 | $15K | Hold |
1,125
| – | – | 0.01% | 282 |
|
|
2015
Q1 | $16K | Hold |
1,125
| – | – | 0.01% | 253 |
|
|
2014
Q4 | $16K | Buy |
+1,125
| New | +$16K | 0.01% | 258 |
|