Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,923
| Closed | -$149K | – | 709 |
|
|
2021
Q1 | $149K | Hold |
2,923
| – | – | 0.02% | 146 |
|
|
2020
Q4 | $150K | Hold |
2,923
| – | – | 0.03% | 140 |
|
|
2020
Q3 | $151K | Hold |
2,923
| – | – | 0.03% | 134 |
|
|
2020
Q2 | $151K | Hold |
2,923
| – | – | 0.04% | 125 |
|
|
2020
Q1 | $149K | Hold |
2,923
| – | – | 0.04% | 121 |
|
|
2019
Q4 | $151K | Hold |
2,923
| – | – | 0.05% | 118 |
|
|
2019
Q3 | $152K | Buy |
+2,923
| New | +$152K | 0.07% | 103 |
|