Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,315
| Closed | -$252K | – | 400 |
|
|
2022
Q4 | $252K | Sell |
5,315
-783
| -13% | -$37.1K | 0.07% | 291 |
|
|
2022
Q3 | $289K | Buy |
6,098
+21
| +0.3% | +$994 | 0.09% | 249 |
|
|
2022
Q2 | $294K | Sell |
6,077
-143
| -2% | -$6.92K | 0.09% | 239 |
|
|
2022
Q1 | $304K | Buy |
6,220
+21
| +0.3% | +$1.03K | 0.08% | 280 |
|
|
2021
Q4 | $310K | Sell |
6,199
-2,229
| -26% | -$111K | 0.08% | 272 |
|
|
2021
Q3 | $426K | Sell |
8,428
-3,074
| -27% | -$155K | 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% | -$561 | 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 | +$243K | 0.13% | 195 |
|