Echo Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19,318
| Closed | -$361K | – | 49 |
|
|
2022
Q2 | $361K | Sell |
19,318
-4,614
| -19% | -$86.2K | 0.48% | 30 |
|
|
2022
Q1 | $463K | Sell |
23,932
-67,996
| -74% | -$1.32M | 0.54% | 32 |
|
|
2021
Q4 | $1.83M | Sell |
91,928
-4,086
| -4% | -$81.3K | 2.09% | 15 |
|
|
2021
Q3 | $1.93M | Buy |
96,014
+15,437
| +19% | +$311K | 2.29% | 14 |
|
|
2021
Q2 | $1.63M | Sell |
80,577
-6,287
| -7% | -$127K | 2.09% | 16 |
|
|
2021
Q1 | $1.76M | Buy |
+86,864
| New | +$1.76M | 2.21% | 15 |
|