Altium Wealth 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 |
-17,275
| Closed | -$895K | – | 344 |
|
|
2019
Q4 | $895K | Sell |
17,275
-1,345
| -7% | -$69.7K | 0.11% | 107 |
|
|
2019
Q3 | $968K | Hold |
18,620
| – | – | 0.13% | 96 |
|
|
2019
Q2 | $962K | Buy |
18,620
+8,620
| +86% | +$445K | 0.14% | 88 |
|
|
2019
Q1 | $513K | Buy |
10,000
+4,000
| +67% | +$205K | 0.08% | 156 |
|
|
2018
Q4 | $306K | Buy |
+6,000
| New | +$306K | 0.06% | 203 |
|