Castle Rock Wealth Management’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $206K | Sell |
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|
2024
Q3 | $225K | Hold |
|
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|
2024
Q2 | $220K | Hold |
|
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|
2024
Q1 | $219K | Sell |
|
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $314K | Hold |
|
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $321K | Sell |
|
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|
2022
Q4 | $329K | Sell |
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|
2022
Q3 | $386K | Sell |
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|
2022
Q2 | $405K | Hold |
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|
2022
Q1 | $411K | Hold |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $431K | Sell |
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|
2021
Q2 | $461K | Hold |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $474K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $649K | Sell |
|
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|
2020
Q1 | $686K | Sell |
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|
2019
Q4 | $695K | Buy |
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|
2019
Q3 | $671K | Buy |
|
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|
2019
Q2 | $237K | Sell |
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|
2019
Q1 | $1K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $547K | Buy |
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|
2018
Q2 | $444K | Buy |
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|
2018
Q1 | $220K | Buy |
|