APWM
Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $7.7M | Buy |
159,628
+1,614
| +1% | +$77.9K | 3.24% | 4 |
|
|
2023
Q4 | $7.64M | Buy |
158,014
+1,205
| +0.8% | +$58.2K | 3.59% | 5 |
|
|
2023
Q3 | $7.41M | Buy |
156,809
+3,147
| +2% | +$149K | 3.98% | 5 |
|
|
2023
Q2 | $7.33M | Buy |
153,662
+4,886
| +3% | +$233K | 3.86% | 5 |
|
|
2023
Q1 | $7.12M | Sell |
148,776
-1,578
| -1% | -$75.5K | 4.28% | 4 |
|
|
2022
Q4 | $7.13M | Sell |
150,354
-3,876
| -3% | -$184K | 3.29% | 4 |
|
|
2022
Q3 | $7.3M | Buy |
154,230
+5,571
| +4% | +$264K | 5.29% | 2 |
|
|
2022
Q2 | $7.18M | Sell |
148,659
-993
| -0.7% | -$48K | 4.9% | 2 |
|
|
2022
Q1 | $7.33M | Buy |
149,652
+843
| +0.6% | +$41.3K | 4.26% | 3 |
|
|
2021
Q4 | $7.44M | Buy |
148,809
+3,661
| +3% | +$183K | 4.15% | 3 |
|
|
2021
Q3 | $7.34M | Buy |
145,148
+14,211
| +11% | +$719K | 4.49% | 2 |
|
|
2021
Q2 | $6.67M | Buy |
130,937
+12,845
| +11% | +$654K | 4.11% | 3 |
|
|
2021
Q1 | $6.03M | Buy |
118,092
+11,310
| +11% | +$578K | 3.85% | 3 |
|
|
2020
Q4 | $5.5M | Sell |
106,782
-19,059
| -15% | -$981K | 3.92% | 2 |
|
|
2020
Q3 | $6.5M | Sell |
125,841
-2,807
| -2% | -$145K | 5.09% | 1 |
|
|
2020
Q2 | $6.65M | Sell |
128,648
-3,433
| -3% | -$177K | 5.36% | 1 |
|
|
2020
Q1 | $6.74M | Buy |
132,081
+85,984
| +187% | +$4.39M | 6.22% | 1 |
|
|
2019
Q4 | $2.39M | Buy |
+46,097
| New | +$2.39M | 1.83% | 9 |
|