BRWM
B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.74K | Sell |
77,342
-19,158
| -20% | -$925 | ﹤0.01% | 163 |
|
|
2022
Q1 | $4.72M | Sell |
96,500
-12,049
| -11% | -$590K | 0.36% | 68 |
|
|
2021
Q4 | $5.43M | Sell |
108,549
-70,585
| -39% | -$3.53M | 0.38% | 60 |
|
|
2021
Q3 | $9.06M | Buy |
179,134
+62,495
| +54% | +$3.16M | 0.7% | 28 |
|
|
2021
Q2 | $5.94M | Sell |
116,639
-30,678
| -21% | -$1.56M | 0.66% | 44 |
|
|
2021
Q1 | $7.52M | Buy |
147,317
+19,726
| +15% | +$1.01M | 0.88% | 32 |
|
|
2020
Q4 | $6.57M | Buy |
127,591
+24,135
| +23% | +$1.24M | 0.85% | 32 |
|
|
2020
Q3 | $5.35M | Buy |
103,456
+82,806
| +401% | +$4.28M | 0.63% | 44 |
|
|
2020
Q2 | $1.07M | Buy |
20,650
+2,663
| +15% | +$138K | 0.12% | 157 |
|
|
2020
Q1 | $917K | Buy |
17,987
+2,145
| +14% | +$109K | 0.1% | 190 |
|
|
2019
Q4 | $821K | Buy |
15,842
+3,990
| +34% | +$207K | 0.12% | 165 |
|
|
2019
Q3 | $616K | Buy |
11,852
+1,940
| +20% | +$101K | 0.11% | 177 |
|
|
2019
Q2 | $512 | Buy |
+9,912
| New | +$512 | 0.08% | 202 |
|