Maripau Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,308
| Closed | -$210K | – | 107 |
|
2023
Q2 | $210K | Sell |
5,308
-339
| -6% | -$13.4K | 0.19% | 92 |
|
2023
Q1 | $225K | Sell |
5,647
-280
| -5% | -$11.1K | 0.23% | 74 |
|
2022
Q4 | $239K | Sell |
5,927
-1,037
| -15% | -$41.8K | 0.25% | 71 |
|
2022
Q3 | $274K | Sell |
6,964
-574
| -8% | -$22.6K | 0.3% | 63 |
|
2022
Q2 | $315K | Buy |
7,538
+472
| +7% | +$19.7K | 0.34% | 59 |
|
2022
Q1 | $309K | Buy |
+7,066
| New | +$309K | 0.28% | 63 |
|