Laidlaw Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-25,864
| Closed | -$1.17M | – | 304 |
|
2023
Q2 | $1.17M | Buy |
25,864
+479
| +2% | +$21.7K | 0.23% | 105 |
|
2023
Q1 | $1.15M | Buy |
25,385
+385
| +2% | +$17.4K | 0.23% | 110 |
|
2022
Q4 | $1.11M | Buy |
25,000
+3,049
| +14% | +$136K | 0.24% | 113 |
|
2022
Q3 | $967K | Sell |
21,951
-268
| -1% | -$11.8K | 0.23% | 114 |
|
2022
Q2 | $980K | Sell |
22,219
-48,672
| -69% | -$2.15M | 0.2% | 126 |
|
2022
Q1 | $3.34M | Buy |
70,891
+29,502
| +71% | +$1.39M | 0.56% | 41 |
|
2021
Q4 | $1.98M | Buy |
41,389
+5,080
| +14% | +$243K | 0.32% | 83 |
|
2021
Q3 | $1.74M | Buy |
+36,309
| New | +$1.74M | 0.45% | 70 |
|