Crossmark Global Holdings’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 |
-15,480
| Closed | -$734K | – | 1306 |
|
2022
Q4 | $734K | Hold |
15,480
| – | – | 0.02% | 649 |
|
2022
Q3 | $733K | Hold |
15,480
| – | – | 0.02% | 634 |
|
2022
Q2 | $748K | Hold |
15,480
| – | – | 0.02% | 657 |
|
2022
Q1 | $758K | Hold |
15,480
| – | – | 0.02% | 724 |
|
2021
Q4 | $774K | Hold |
15,480
| – | – | 0.02% | 725 |
|
2021
Q3 | $783K | Buy |
15,480
+9,480
| +158% | +$480K | 0.02% | 703 |
|
2021
Q2 | $305K | Sell |
6,000
-71,000
| -92% | -$3.61M | 0.01% | 1165 |
|
2021
Q1 | $3.93M | Hold |
77,000
| – | – | 0.1% | 222 |
|
2020
Q4 | $3.96M | Hold |
77,000
| – | – | 0.1% | 221 |
|
2020
Q3 | $3.98M | Hold |
77,000
| – | – | 0.11% | 203 |
|
2020
Q2 | $3.98M | Hold |
77,000
| – | – | 0.12% | 195 |
|
2020
Q1 | $3.93M | Buy |
+77,000
| New | +$3.93M | 0.14% | 165 |
|