BlackDiamond Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,491
| Closed | -$271K | – | 132 |
|
|
2023
Q1 | $271K | Buy |
14,491
+3,789
| +35% | +$70.7K | 0.28% | 89 |
|
|
2022
Q4 | $199K | Buy |
+10,702
| New | +$199K | 0.23% | 111 |
|
|
2022
Q3 | – | Sell |
-125,410
| Closed | -$2.36M | – | 112 |
|
|
2022
Q2 | $2.36M | Buy |
125,410
+87,757
| +233% | +$1.65M | 2.95% | 7 |
|
|
2022
Q1 | $731K | Sell |
37,653
-861
| -2% | -$16.7K | 0.87% | 29 |
|
|
2021
Q4 | $771K | Buy |
+38,514
| New | +$771K | 0.88% | 26 |
|