Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,312
| Closed | -$349K | – | 504 |
|
|
2024
Q3 | $349K | Sell |
8,312
-1,143
| -12% | -$48K | 0.05% | 355 |
|
|
2024
Q2 | $384K | Buy |
9,455
+598
| +7% | +$24.3K | 0.06% | 312 |
|
|
2024
Q1 | $365K | Buy |
+8,857
| New | +$365K | 0.06% | 321 |
|
|
2018
Q2 | – | Sell |
-231
| Closed | -$11K | – | 726 |
|
|
2018
Q1 | $11K | Hold |
231
| – | – | 0.01% | 582 |
|
|
2017
Q4 | $11K | Hold |
231
| – | – | 0.01% | 570 |
|
|
2017
Q3 | $11K | Hold |
231
| – | – | 0.01% | 529 |
|
|
2017
Q2 | $11K | Buy |
231
+123
| +114% | +$5.86K | 0.01% | 510 |
|
|
2017
Q1 | $5K | Buy |
+108
| New | +$5K | 0.01% | 626 |
|