Merriman Wealth Management’s High Yield ETF HYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-32,375
| Closed | -$1.15M | – | 145 |
|
|
2017
Q1 | $1.15M | Buy |
32,375
+10,536
| +48% | +$375K | 0.28% | 74 |
|
|
2016
Q4 | $779K | Buy |
+21,839
| New | +$779K | 0.21% | 85 |
|
|
2015
Q2 | – | Sell |
-37,474
| Closed | -$1.56M | – | 47 |
|
|
2015
Q1 | $1.56M | Buy |
+37,474
| New | +$1.56M | 1.59% | 19 |
|
|
2014
Q4 | – | Sell |
-8,500
| Closed | -$404K | – | 50 |
|
|
2014
Q3 | $404K | Buy |
+8,500
| New | +$404K | 0.52% | 28 |
|