Sowell Financial Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,329
| Closed | -$162K | – | 1510 |
|
2021
Q1 | $162K | Sell |
3,329
-126
| -4% | -$6.13K | 0.01% | 1156 |
|
2020
Q4 | $168K | Buy |
3,455
+364
| +12% | +$17.7K | 0.01% | 917 |
|
2020
Q3 | $146K | Buy |
3,091
+144
| +5% | +$6.8K | 0.01% | 840 |
|
2020
Q2 | $135K | Sell |
2,947
-605
| -17% | -$27.7K | 0.01% | 870 |
|
2020
Q1 | $149K | Buy |
3,552
+1,698
| +92% | +$71.2K | 0.01% | 734 |
|
2019
Q4 | $90K | Buy |
1,854
+11
| +0.6% | +$534 | 0.01% | 952 |
|
2019
Q3 | $89K | Buy |
+1,843
| New | +$89K | 0.01% | 862 |
|
2017
Q2 | – | Sell |
-4,176
| Closed | -$206K | – | 268 |
|
2017
Q1 | $206K | Buy |
4,176
+3,732
| +841% | +$184K | 0.06% | 233 |
|
2016
Q4 | $22K | Buy |
+444
| New | +$22K | 0.01% | 414 |
|