WFG Advisors’s First Trust Strategic High FHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-500
| Closed | -$6K | – | 1846 |
|
|
2016
Q3 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 1252 |
|
|
2015
Q1 | – | Sell |
-336
| Closed | -$5K | – | 2241 |
|
|
2014
Q4 | $5K | Hold |
336
| – | – | ﹤0.01% | 1660 |
|
|
2014
Q3 | $5K | Hold |
336
| – | – | ﹤0.01% | 1682 |
|
|
2014
Q2 | $5K | Sell |
336
-176
| -34% | -$2.62K | ﹤0.01% | 1664 |
|
|
2014
Q1 | $8K | Hold |
512
| – | – | ﹤0.01% | 1527 |
|
|
2013
Q4 | $8K | Hold |
512
| – | – | ﹤0.01% | 1656 |
|
|
2013
Q3 | $8K | Buy |
512
+191
| +60% | +$2.98K | ﹤0.01% | 1622 |
|
|
2013
Q2 | $5K | Buy |
+321
| New | +$5K | ﹤0.01% | 1695 |
|