Clearview Wealth Advisors’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
Q3 | – | Sell |
-296
| Closed | -$14.1K | – | 399 |
|
|
2023
Q2 | $14.1K | Buy |
296
+3
| +1% | +$143 | 0.01% | 321 |
|
|
2023
Q1 | $14.1K | Buy |
293
+1
| +0.3% | +$48 | 0.01% | 317 |
|
|
2022
Q4 | $13.8K | Buy |
292
+3
| +1% | +$142 | 0.01% | 295 |
|
|
2022
Q3 | $14K | Buy |
289
+1
| +0.3% | +$48 | 0.01% | 298 |
|
|
2022
Q2 | $14K | Buy |
288
+1
| +0.3% | +$49 | 0.01% | 318 |
|
|
2022
Q1 | $14K | Sell |
287
-857
| -75% | -$41.8K | 0.01% | 340 |
|
|
2021
Q4 | $57K | Sell |
1,144
-1,337
| -54% | -$66.6K | 0.03% | 216 |
|
|
2021
Q3 | $126K | Buy |
2,481
+12
| +0.5% | +$609 | 0.08% | 140 |
|
|
2021
Q2 | $126K | Buy |
2,469
+13
| +0.5% | +$663 | 0.08% | 138 |
|
|
2021
Q1 | $125K | Buy |
2,456
+13
| +0.5% | +$662 | 0.08% | 139 |
|
|
2020
Q4 | $126K | Buy |
+2,443
| New | +$126K | 0.08% | 126 |
|