Allred Capital Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-4,543
| Closed | -$235K | – | 448 |
|
2019
Q4 | $235K | Sell |
4,543
-1,231
| -21% | -$63.8K | 0.13% | 136 |
|
2019
Q3 | $300K | Sell |
5,774
-5,005
| -46% | -$260K | 0.18% | 123 |
|
2019
Q2 | $557K | Sell |
10,779
-145
| -1% | -$7.49K | 0.32% | 86 |
|
2019
Q1 | $560K | Buy |
10,924
+253
| +2% | +$13K | 0.32% | 91 |
|
2018
Q4 | $544K | Buy |
+10,671
| New | +$544K | 0.36% | 84 |
|