Sigma Planning Corp’s First Trust Strategic High FHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-12,620
| Closed | -$156K | – | 818 |
|
2016
Q3 | $156K | Sell |
12,620
-617
| -5% | -$7.63K | 0.02% | 676 |
|
2016
Q2 | $158K | Sell |
13,237
-1,322
| -9% | -$15.8K | 0.02% | 635 |
|
2016
Q1 | $166K | Buy |
+14,559
| New | +$166K | 0.02% | 620 |
|
2015
Q3 | – | Sell |
-11,812
| Closed | -$156K | – | 775 |
|
2015
Q2 | $156K | Sell |
11,812
-5,497
| -32% | -$72.6K | 0.02% | 648 |
|
2015
Q1 | $246K | Sell |
17,309
-2,689
| -13% | -$38.2K | 0.03% | 605 |
|
2014
Q4 | $290K | Buy |
+19,998
| New | +$290K | 0.04% | 511 |
|