APWA
Atlas Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,238
| Closed | -$390K | – | 131 |
|
|
2022
Q3 | $390K | Sell |
8,238
-2,367
| -22% | -$112K | 0.23% | 85 |
|
|
2022
Q2 | $512K | Sell |
10,605
-181,545
| -94% | -$8.76M | 0.31% | 80 |
|
|
2022
Q1 | $9.41M | Buy |
192,150
+61,679
| +47% | +$3.02M | 4.18% | 6 |
|
|
2021
Q4 | $6.52M | Buy |
130,471
+28,782
| +28% | +$1.44M | 3.02% | 7 |
|
|
2021
Q3 | $5.14M | Buy |
101,689
+1,285
| +1% | +$65K | 2.69% | 9 |
|
|
2021
Q2 | $5.11M | Buy |
100,404
+910
| +0.9% | +$46.3K | 2.77% | 9 |
|
|
2021
Q1 | $5.08M | Buy |
99,494
+48
| +0% | +$2.45K | 2.83% | 9 |
|
|
2020
Q4 | $5.12M | Buy |
99,446
+11,878
| +14% | +$611K | 3.43% | 6 |
|
|
2020
Q3 | $4.53M | Buy |
87,568
+27,219
| +45% | +$1.41M | 3.78% | 5 |
|
|
2020
Q2 | $3.12M | Buy |
+60,349
| New | +$3.12M | 2.78% | 8 |
|