Regal Investment Advisors’s Global X TargetIncome 5 ETF TFIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-15,030
Closed -$358K 568
2021
Q3
$358K Buy
15,030
+6,559
+77% +$158K 0.03% 383
2021
Q2
$207K Buy
+8,471
New +$206K 0.02% 510

Regal Investment Advisors's TFIV Position: Q4 2021 in Review

Regal Investment Advisors sold out of Global X TargetIncome 5 ETF (TFIV) in Q4 2021, closing a stake of 15,030 shares — an estimated $358K sold.

Regal Investment Advisors first reported a position in TFIV in Q2 2021 and held it in 2 quarters. The position peaked at $358K in Q3 2021. 0 funds tracked by Wall St. Rank hold TFIV as of Q4 2021.

  • Regal Investment Advisors reported no remaining Global X TargetIncome 5 ETF position as of Q4 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 15,030 Global X TargetIncome 5 ETF shares in Q4 2021, an estimated $358K.
  • Regal Investment Advisors first reported a position in Global X TargetIncome 5 ETF in Q2 2021 and held it in 2 quarters.
  • Regal Investment Advisors's Global X TargetIncome 5 ETF position peaked at $358K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Global X TargetIncome 5 ETF as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.