Golden State Wealth Management’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.36M | Buy |
|
|||||
|
2025
Q2 | $164K | Sell |
|
|||||
|
2025
Q1 | $235K | Buy |
|
|||||
|
2024
Q4 | $12.2K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $348K | Sell |
|
|||||
|
2021
Q3 | $433K | Buy |
|
|||||
|
2021
Q2 | $405K | Sell |
|
|||||
|
2021
Q1 | $452K | Sell |
|
|||||
|
2020
Q4 | $1.42M | Buy |
|
|||||
|
2020
Q3 | $943K | Sell |
|
|||||
|
2020
Q2 | $1.29M | Buy |
|
|||||
|
2020
Q1 | $166K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $292K | Hold |
|
|||||
|
2019
Q2 | $290K | Buy |
|
|||||
|
2019
Q1 | $88K | Buy |
|