WealthShield Partners’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
Q3 | – | Sell |
-1,401
| Closed | -$55.5K | – | 494 |
|
|
2023
Q2 | $55.5K | Sell |
1,401
-171
| -11% | -$6.78K | 0.01% | 376 |
|
|
2023
Q1 | $62.5K | Buy |
+1,572
| New | +$62.5K | 0.01% | 366 |
|
|
2021
Q3 | – | Sell |
-2,764
| Closed | -$134K | – | 459 |
|
|
2021
Q2 | $134K | Sell |
2,764
-308
| -10% | -$14.9K | 0.02% | 320 |
|
|
2021
Q1 | $149K | Buy |
+3,072
| New | +$149K | 0.03% | 290 |
|
|
2019
Q1 | – | Sell |
-122
| Closed | -$5K | – | 275 |
|
|
2018
Q4 | $5K | Hold |
122
| – | – | ﹤0.01% | 216 |
|
|
2018
Q3 | $6K | Hold |
122
| – | – | ﹤0.01% | 220 |
|
|
2018
Q2 | $6K | Sell |
122
-10,679
| -99% | -$525K | ﹤0.01% | 210 |
|
|
2018
Q1 | $514K | Buy |
10,801
+1,168
| +12% | +$55.6K | 0.33% | 59 |
|
|
2017
Q4 | $468K | Buy |
+9,633
| New | +$468K | 0.29% | 73 |
|