Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-510
| Closed | -$21K | – | 641 |
|
|
2023
Q3 | $21K | Buy |
+510
| New | +$21K | ﹤0.01% | 298 |
|
|
2019
Q1 | – | Sell |
-3,444
| Closed | -$155K | – | 251 |
|
|
2018
Q4 | $155K | Sell |
3,444
-1,224
| -26% | -$55.1K | 0.04% | 162 |
|
|
2018
Q3 | $224K | Buy |
+4,668
| New | +$224K | 0.05% | 176 |
|
|
2017
Q3 | – | Sell |
-7,779
| Closed | -$383K | – | 430 |
|
|
2017
Q2 | $383K | Buy |
7,779
+1,567
| +25% | +$77.2K | 0.05% | 194 |
|
|
2017
Q1 | $304K | Buy |
+6,212
| New | +$304K | 0.04% | 204 |
|
|
2016
Q1 | – | Sell |
-1,680
| Closed | -$79K | – | 804 |
|
|
2015
Q4 | $79K | Buy |
1,680
+380
| +29% | +$17.9K | 0.01% | 358 |
|
|
2015
Q3 | $63K | Hold |
1,300
| – | – | 0.01% | 357 |
|
|
2015
Q2 | $65K | Hold |
1,300
| – | – | ﹤0.01% | 416 |
|
|
2015
Q1 | $66K | Buy |
+1,300
| New | +$66K | ﹤0.01% | 406 |
|