TWM
FSD

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

Titus 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
2021
Q1 		– Sell
-10,600
Closed -$157K – 149
2020
Q4 		$157K Sell
10,600
-4,900
-32% -$72.6K 0.1% 136
2020
Q3 		$216K Sell
15,500
-4,000
-21% -$55.7K 0.15% 109
2020
Q2 		$259K Sell
19,500
-2,500
-11% -$33.2K 0.2% 85
2020
Q1 		$268K Buy
+22,000
New +$268K 0.25% 72