Cascadia Advisory Services’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 | $324K | Buy |
6,411
+197
| +3% | +$9.96K | 0.07% | 207 |
|
|
2021
Q2 | $316K | Sell |
6,214
-6,523
| -51% | -$332K | 0.07% | 199 |
|
|
2021
Q1 | $650K | Buy |
+12,737
| New | +$650K | 0.14% | 146 |
|
|
2020
Q3 | $849K | Sell |
16,433
-885
| -5% | -$45.7K | 0.24% | 122 |
|
|
2020
Q2 | $895K | Buy |
+17,318
| New | +$895K | 0.27% | 98 |
|
|
2019
Q4 | $580K | Buy |
+11,199
| New | +$580K | 0.16% | 128 |
|