Taylor Wealth Management Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-179
| Closed | -$7K | – | 72 |
|
2018
Q4 | $7K | Hold |
179
| – | – | ﹤0.01% | 96 |
|
2018
Q3 | $7K | Hold |
179
| – | – | ﹤0.01% | 111 |
|
2018
Q2 | $7K | Hold |
179
| – | – | ﹤0.01% | 119 |
|
2018
Q1 | $7K | Hold |
179
| – | – | ﹤0.01% | 113 |
|
2017
Q4 | $7K | Hold |
179
| – | – | ﹤0.01% | 135 |
|
2017
Q3 | $7K | Hold |
179
| – | – | ﹤0.01% | 141 |
|
2017
Q2 | $6K | Buy |
+179
| New | +$6K | ﹤0.01% | 143 |
|