Blue Zone Wealth Advisors’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,450
| Closed | -$365K | – | 98 |
|
|
2022
Q1 | $365K | Sell |
7,450
-800
| -10% | -$39.2K | 0.14% | 74 |
|
|
2021
Q4 | $412K | Sell |
8,250
-2,880
| -26% | -$144K | 0.14% | 79 |
|
|
2021
Q3 | $563K | Sell |
11,130
-780
| -7% | -$39.5K | 0.2% | 71 |
|
|
2021
Q2 | $606K | Hold |
11,910
| – | – | 0.23% | 65 |
|
|
2021
Q1 | $608K | Sell |
11,910
-825
| -6% | -$42.1K | 0.26% | 62 |
|
|
2020
Q4 | $655K | Sell |
12,735
-5,767
| -31% | -$297K | 0.32% | 52 |
|
|
2020
Q3 | $956K | Sell |
18,502
-14,798
| -44% | -$765K | 0.54% | 43 |
|
|
2020
Q2 | $1.72M | Sell |
33,300
-8,152
| -20% | -$421K | 0.96% | 30 |
|
|
2020
Q1 | $2.11M | Buy |
41,452
+531
| +1% | +$27.1K | 1.98% | 12 |
|
|
2019
Q4 | $2.12M | Buy |
+40,921
| New | +$2.12M | 1.37% | 19 |
|