Compass Financial 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
Q2 | – | Sell |
-9,955
| Closed | -$477K | – | 53 |
|
|
2023
Q1 | $477K | Buy |
9,955
+698
| +8% | +$33.4K | 0.6% | 55 |
|
|
2022
Q4 | $439K | Sell |
9,257
-181
| -2% | -$8.58K | 0.59% | 56 |
|
|
2022
Q3 | $447K | Sell |
9,438
-661
| -7% | -$31.3K | 0.66% | 52 |
|
|
2022
Q2 | $488K | Buy |
10,099
+604
| +6% | +$29.2K | 0.67% | 49 |
|
|
2022
Q1 | $465K | Buy |
9,495
+1,540
| +19% | +$75.4K | 0.51% | 65 |
|
|
2021
Q4 | $398K | Buy |
+7,955
| New | +$398K | 0.44% | 78 |
|