Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.22K | Buy |
110
+55
| +100% | +$2.61K | ﹤0.01% | 876 |
|
|
2022
Q3 | $3K | Sell |
55
-16
| -23% | -$873 | ﹤0.01% | 832 |
|
|
2022
Q2 | $3.43K | Hold |
71
| – | – | ﹤0.01% | 822 |
|
|
2022
Q1 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 861 |
|
|
2021
Q3 | $9K | Hold |
174
| – | – | ﹤0.01% | 666 |
|
|
2021
Q2 | $9K | Sell |
174
-100
| -36% | -$5.17K | ﹤0.01% | 672 |
|
|
2021
Q1 | $14K | Buy |
+274
| New | +$14K | 0.01% | 538 |
|