Retirement Group’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-374
| Closed | -$6K | – | 720 |
|
2021
Q2 | $6K | Hold |
374
| – | – | ﹤0.01% | 477 |
|
2021
Q1 | $6K | Hold |
374
| – | – | ﹤0.01% | 543 |
|
2020
Q4 | $5K | Hold |
374
| – | – | ﹤0.01% | 512 |
|
2020
Q3 | $5K | Hold |
374
| – | – | ﹤0.01% | 499 |
|
2020
Q2 | $5K | Buy |
+374
| New | +$5K | ﹤0.01% | 463 |
|
2019
Q4 | $6K | Buy |
+374
| New | +$6K | ﹤0.01% | 439 |
|