Segment Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,750
| Closed | -$228K | – | 202 |
|
|
2019
Q4 | $228K | Sell |
4,750
-400
| -8% | -$19.2K | 0.04% | 220 |
|
|
2019
Q3 | $244K | Hold |
5,150
| – | – | 0.05% | 181 |
|
|
2019
Q2 | $243K | Hold |
5,150
| – | – | 0.05% | 179 |
|
|
2019
Q1 | $243K | Buy |
+5,150
| New | +$243K | 0.05% | 178 |
|
|
2018
Q3 | – | Sell |
-4,650
| Closed | -$222K | – | 220 |
|
|
2018
Q2 | $222K | Buy |
+4,650
| New | +$222K | 0.05% | 192 |
|