CWS
Cypress Wealth Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,800
| Closed | -$245K | – | 291 |
|
|
2021
Q1 | $245K | Sell |
4,800
-5,900
| -55% | -$301K | 0.05% | 245 |
|
|
2020
Q4 | $551K | Buy |
+10,700
| New | +$551K | 0.12% | 139 |
|
|
2020
Q3 | – | Sell |
-10,700
| Closed | -$553K | – | 143 |
|
|
2020
Q2 | $553K | Hold |
10,700
| – | – | 0.13% | 142 |
|
|
2020
Q1 | $546K | Hold |
10,700
| – | – | 0.16% | 121 |
|
|
2019
Q4 | $554K | Hold |
10,700
| – | – | 0.14% | 125 |
|
|
2019
Q3 | $556K | Hold |
10,700
| – | – | 0.15% | 124 |
|
|
2019
Q2 | $553K | Hold |
10,700
| – | – | 0.16% | 124 |
|
|
2019
Q1 | $549K | Buy |
10,700
+4,800
| +81% | +$246K | 0.17% | 114 |
|
|
2018
Q4 | $301K | Hold |
5,900
| – | – | 0.12% | 153 |
|
|
2018
Q3 | $301K | Hold |
5,900
| – | – | 0.11% | 165 |
|
|
2018
Q2 | $302K | Buy |
+5,900
| New | +$302K | 0.11% | 159 |
|