Regal Investment Advisors’s High Yield ETF HYLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-14,722
| Closed | -$465K | – | 581 |
|
2021
Q4 | $465K | Buy |
14,722
+1,164
| +9% | +$36.8K | 0.04% | 344 |
|
2021
Q3 | $434K | Buy |
13,558
+868
| +7% | +$27.8K | 0.04% | 351 |
|
2021
Q2 | $413K | Buy |
+12,690
| New | +$413K | 0.04% | 358 |
|
2014
Q4 | – | Sell |
-56
| Closed | -$3K | – | 1021 |
|
2014
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 861 |
|
2014
Q2 | $3K | Sell |
56
-6
| -10% | -$321 | ﹤0.01% | 826 |
|
2014
Q1 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 803 |
|