Hochman Cole Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.44M | Buy |
48,186
+22,383
| +87% | +$1.13M | 0.95% | 25 |
|
|
2021
Q2 | $1.31M | Buy |
+25,803
| New | +$1.31M | 0.52% | 37 |
|
|
2018
Q4 | – | Sell |
-4,188
| Closed | -$213K | – | 117 |
|
|
2018
Q3 | $213K | Hold |
4,188
| – | – | 0.13% | 107 |
|
|
2018
Q2 | $214K | Sell |
4,188
-873
| -17% | -$44.6K | 0.14% | 99 |
|
|
2018
Q1 | $260K | Sell |
5,061
-200
| -4% | -$10.3K | 0.18% | 84 |
|
|
2017
Q4 | $272K | Hold |
5,261
| – | – | 0.17% | 83 |
|
|
2017
Q3 | $274K | Buy |
5,261
+939
| +22% | +$48.9K | 0.18% | 78 |
|
|
2017
Q2 | $225K | Buy |
+4,322
| New | +$225K | 0.16% | 83 |
|