SWP
ShoreHaven Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,403
| Closed | -$595K | – | 90 |
|
|
2024
Q4 | $595K | Buy |
+14,403
| New | +$595K | 0.28% | 56 |
|
|
2023
Q3 | – | Sell |
-75,650
| Closed | -$3M | – | 74 |
|
|
2023
Q2 | $3M | Sell |
75,650
-8,216
| -10% | -$326K | 2.01% | 18 |
|
|
2023
Q1 | $3.33M | Buy |
83,866
+26,828
| +47% | +$1.07M | 2.34% | 15 |
|
|
2022
Q4 | $2.22M | Sell |
57,038
-61,472
| -52% | -$2.39M | 1.57% | 15 |
|
|
2022
Q3 | $4.54M | Buy |
118,510
+6,306
| +6% | +$242K | 3.47% | 7 |
|
|
2022
Q2 | $4.39M | Sell |
112,204
-2,420
| -2% | -$94.7K | 3.15% | 6 |
|
|
2022
Q1 | $5.25M | Buy |
114,624
+9,565
| +9% | +$438K | 2.77% | 11 |
|
|
2021
Q4 | $5.03M | Buy |
105,059
+872
| +0.8% | +$41.7K | 2.49% | 14 |
|
|
2021
Q3 | $5.02M | Buy |
104,187
+18,889
| +22% | +$910K | 2.62% | 13 |
|
|
2021
Q2 | $4.14M | Buy |
85,298
+13,010
| +18% | +$631K | 2.22% | 17 |
|
|
2021
Q1 | $3.52M | Buy |
72,288
+2,994
| +4% | +$146K | 1.91% | 19 |
|
|
2020
Q4 | $3.38M | Buy |
+69,294
| New | +$3.38M | 1.89% | 21 |
|