AWM
Accel Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,121
| Closed | -$102K | – | 560 |
|
|
2023
Q1 | $102K | Sell |
2,121
-9
| -0.4% | -$431 | 0.04% | 318 |
|
|
2022
Q4 | $101K | Buy |
2,130
+11
| +0.5% | +$521 | 0.05% | 237 |
|
|
2022
Q3 | $101K | Sell |
2,119
-594
| -22% | -$28.3K | 0.05% | 244 |
|
|
2022
Q2 | $131K | Buy |
2,713
+7
| +0.3% | +$338 | 0.08% | 197 |
|
|
2022
Q1 | $132K | Sell |
2,706
-297
| -10% | -$14.5K | 0.07% | 216 |
|
|
2021
Q4 | $150K | Sell |
3,003
-242
| -7% | -$12.1K | 0.07% | 202 |
|
|
2021
Q3 | $164K | Sell |
3,245
-2,620
| -45% | -$132K | 0.11% | 156 |
|
|
2021
Q2 | $299K | Sell |
5,865
-2,136
| -27% | -$109K | 0.2% | 101 |
|
|
2021
Q1 | $409K | Sell |
8,001
-33
| -0.4% | -$1.69K | 0.33% | 65 |
|
|
2020
Q4 | $414K | Buy |
+8,034
| New | +$414K | 0.39% | 57 |
|