Brendel Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,100
| Closed | -$107K | – | 183 |
|
|
2021
Q2 | $107K | Buy |
+2,100
| New | +$107K | 0.06% | 130 |
|
|
2020
Q4 | – | Sell |
-4,422
| Closed | -$229K | – | 86 |
|
|
2020
Q3 | $229K | Sell |
4,422
-933
| -17% | -$48.3K | 0.18% | 73 |
|
|
2020
Q2 | $277K | Sell |
5,355
-36,582
| -87% | -$1.89M | 0.24% | 74 |
|
|
2020
Q1 | $2.14M | Buy |
+41,937
| New | +$2.14M | 2.52% | 13 |
|
|
2019
Q4 | – | Sell |
-6,432
| Closed | -$334K | – | 87 |
|
|
2019
Q3 | $334K | Buy |
+6,432
| New | +$334K | 0.3% | 69 |
|