Sit Investment Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-201,653
| Closed | -$2.46M | – | 573 |
|
|
2018
Q1 | $2.46M | Buy |
201,653
+119,066
| +144% | +$1.45M | 0.06% | 274 |
|
|
2017
Q4 | $1.06M | Buy |
82,587
+5,605
| +7% | +$72.1K | 0.03% | 362 |
|
|
2017
Q3 | $1.05M | Sell |
76,982
-154,558
| -67% | -$2.1M | 0.03% | 348 |
|
|
2017
Q2 | $3.16M | Buy |
231,540
+4,211
| +2% | +$57.5K | 0.08% | 225 |
|
|
2017
Q1 | $2.96M | Buy |
227,329
+7,972
| +4% | +$104K | 0.07% | 226 |
|
|
2016
Q4 | $2.69M | Buy |
+219,357
| New | +$2.69M | 0.07% | 222 |
|