Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-27,545
| Closed | -$687K | – | 403 |
|
|
2019
Q4 | $687K | Sell |
27,545
-1,739
| -6% | -$43.4K | 0.05% | 284 |
|
|
2019
Q3 | $669K | Sell |
29,284
-2,026
| -6% | -$46.3K | 0.05% | 286 |
|
|
2019
Q2 | $721K | Sell |
31,310
-3,889
| -11% | -$89.6K | 0.05% | 276 |
|
|
2019
Q1 | $785K | Buy |
35,199
+4,703
| +15% | +$105K | 0.07% | 252 |
|
|
2018
Q4 | $616K | Buy |
30,496
+7,597
| +33% | +$153K | 0.05% | 276 |
|
|
2018
Q3 | $523K | Buy |
+22,899
| New | +$523K | 0.07% | 183 |
|