MSI Financial Services’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $62K | Buy |
3,877
+68
| +2% | +$1.09K | ﹤0.01% | 1752 |
|
2016
Q3 | $59K | Buy |
3,809
+59
| +2% | +$914 | ﹤0.01% | 1731 |
|
2016
Q2 | $56K | Buy |
3,750
+3,500
| +1,400% | +$52.3K | ﹤0.01% | 1761 |
|
2016
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 3297 |
|
2015
Q4 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 3232 |
|
2013
Q4 | – | Sell |
-1,500
| Closed | -$26K | – | 2614 |
|
2013
Q3 | $26K | Hold |
1,500
| – | – | ﹤0.01% | 1117 |
|
2013
Q2 | $26K | Buy |
+1,500
| New | +$26K | 0.01% | 1139 |
|