SWM
FSD

Sugarloaf Wealth Management’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Sugarloaf Wealth Management’s Portfolio FSD Stock Details FSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-953
Closed -$11.5K – 720
2023
Q4 		$11.5K Buy
+953
New +$11.5K ﹤0.01% 474