BerganKDV 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.93M | Sell |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.91M | Sell |
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|
2022
Q2 | $3.36M | Buy |
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|
2022
Q1 | $3.23M | Buy |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q3 | $2.93M | Sell |
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|
2021
Q2 | $3.57M | Sell |
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|
2021
Q1 | $4.15M | Buy |
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|
2020
Q4 | $4M | Buy |
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|
2020
Q3 | $3.87M | Buy |
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|
2020
Q2 | $3.43M | Buy |
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|
2020
Q1 | $2.56M | Sell |
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|
2019
Q4 | $3.18M | Buy |
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|
2019
Q3 | $2.86M | Buy |
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|
2019
Q2 | $2.71M | Buy |
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|
2019
Q1 | $2.04M | Buy |
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|
2018
Q4 | $1.54M | Buy |
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|
2018
Q3 | $1.52M | Buy |
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|
2018
Q2 | $1.44M | Buy |
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|
2018
Q1 | $1.36M | Buy |
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|
2017
Q4 | $1.33M | Sell |
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|
2017
Q3 | $1.44M | Sell |
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|
2017
Q2 | $2.08M | Buy |
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|
2017
Q1 | $2.04M | Sell |
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|
2016
Q4 | $2.11M | Buy |
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|
2016
Q3 | $1.68M | Buy |
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|
2016
Q2 | $498K | Buy |
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