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Cedar Brook Financial Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Cedar Brook Financial Partners’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,315
Closed -$252K – 400
2022
Q4 		$252K Sell
5,315
-783
-13% -$37K 0.07% 291
2022
Q3 		$289K Buy
6,098
+21
+0.3% +$1.01K 0.09% 249
2022
Q2 		$294K Sell
6,077
-143
-2% -$6.95K 0.09% 239
2022
Q1 		$304K Buy
6,220
+21
+0.3% +$1.04K 0.08% 280
2021
Q4 		$310K Sell
6,199
-2,229
-26% -$112K 0.08% 272
2021
Q3 		$426K Sell
8,428
-3,074
-27% -$156K 0.13% 191
2021
Q2 		$585K Sell
11,502
-2,645
-19% -$135K 0.17% 150
2021
Q1 		$722K Sell
14,147
-11
-0.1% -$565 0.25% 102
2020
Q4 		$729K Buy
14,158
+615
+5% +$31.7K 0.26% 102
2020
Q3 		$700K Buy
13,543
+8,856
+189% +$458K 0.27% 98
2020
Q2 		$242K Sell
4,687
-76
-2% -$3.92K 0.11% 229
2020
Q1 		$243K Buy
+4,763
New +$247K 0.14% 195

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