A detailed history of Mbe Wealth Management, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 12,651 shares of HYLS stock, worth $527,926. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,651
Previous 12,197 3.72%
Holding current value
$527,926
Previous $502,000 2.39%
% of portfolio
0.32%
Previous 0.32%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$40.2 - $41.01 $18,250 - $18,618
454 Added 3.72%
12,651 $514,000
Q1 2024

Apr 22, 2024

SELL
$40.81 - $41.46 $105,983 - $107,671
-2,597 Reduced 17.55%
12,197 $502,000
Q4 2023

Jan 29, 2024

BUY
$38.23 - $41.71 $5,122 - $5,589
134 Added 0.91%
14,794 $614,000
Q3 2023

Oct 16, 2023

BUY
$39.14 - $40.03 $26,145 - $26,740
668 Added 4.77%
14,660 $575,000
Q2 2023

Jul 17, 2023

BUY
$38.96 - $40.13 $17,843 - $18,379
458 Added 3.38%
13,992 $554,000
Q1 2023

Apr 20, 2023

BUY
$38.94 - $41.16 $97,973 - $103,558
2,516 Added 22.84%
13,534 $538,000
Q4 2022

Jan 17, 2023

BUY
$38.49 - $40.0 $100,112 - $104,040
2,601 Added 30.9%
11,018 $0
Q3 2022

Oct 20, 2022

BUY
$38.95 - $42.59 $17,994 - $19,676
462 Added 5.81%
8,417 $323,000
Q2 2022

Jul 19, 2022

BUY
$39.11 - $45.8 $16,113 - $18,869
412 Added 5.46%
7,955 $311,000
Q1 2022

Apr 20, 2022

BUY
$44.3 - $47.81 $334,154 - $360,630
7,543 New
7,543 $345,000
Q2 2020

Aug 14, 2020

SELL
$41.77 - $47.26 $36,632 - $41,447
-877 Closed
0 $0
Q1 2020

May 07, 2020

BUY
$37.51 - $49.05 $32,896 - $43,016
877 New
877 $36,000

Others Institutions Holding HYLS

About FIRST TR TACTICAL HIGH YIELD L


  • Ticker HYLS
  • Sector ETFs
  • Industry ETFs
More about HYLS
Track This Portfolio

Track Mbe Wealth Management, LLC Portfolio

Follow Mbe Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.