TD Private Client Wealth’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$22.9K | – | 1274 |
|
|
2022
Q4 | $22.9K | Hold |
2,000
| – | – | ﹤0.01% | 895 |
|
|
2022
Q3 | $21.7K | Hold |
2,000
| – | – | ﹤0.01% | 895 |
|
|
2022
Q2 | $22.8K | Hold |
2,000
| – | – | ﹤0.01% | 892 |
|
|
2022
Q1 | $26.9K | Hold |
2,000
| – | – | ﹤0.01% | 891 |
|
|
2021
Q4 | $31.2K | Hold |
2,000
| – | – | ﹤0.01% | 806 |
|
|
2021
Q3 | $31.8K | Hold |
2,000
| – | – | ﹤0.01% | 800 |
|
|
2021
Q2 | $31.5K | Buy |
+2,000
| New | +$31.5K | ﹤0.01% | 801 |
|