CWA
Clarus Wealth Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-11,026
| Closed | -$225K | – | 122 |
|
2024
Q4 | $225K | Sell |
11,026
-132
| -1% | -$2.69K | 0.11% | 113 |
|
2024
Q3 | $244K | Sell |
11,158
-198
| -2% | -$4.32K | 0.12% | 109 |
|
2024
Q2 | $241K | Sell |
11,356
-17,129
| -60% | -$364K | 0.13% | 112 |
|
2024
Q1 | $588K | Buy |
28,485
+743
| +3% | +$15.3K | 0.33% | 71 |
|
2023
Q4 | $596K | Buy |
+27,742
| New | +$596K | 0.35% | 63 |
|
2023
Q2 | $569K | Sell |
26,154
-849
| -3% | -$18.5K | 0.35% | 58 |
|
2023
Q1 | $629K | Buy |
27,003
+8,666
| +47% | +$202K | 0.4% | 53 |
|
2022
Q4 | $415K | Buy |
18,337
+4,089
| +29% | +$92.5K | 0.27% | 80 |
|
2022
Q3 | $312K | Buy |
+14,248
| New | +$312K | 0.22% | 84 |
|