HWM
Howard Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,700
| Closed | -$222K | – | 119 |
|
|
2022
Q3 | $222K | Sell |
4,700
-200
| -4% | -$9.45K | 0.16% | 108 |
|
|
2022
Q2 | $236K | Hold |
4,900
| – | – | 0.25% | 54 |
|
|
2022
Q1 | $239K | Buy |
+4,900
| New | +$239K | 0.13% | 113 |
|
|
2021
Q4 | – | Sell |
-4,900
| Closed | -$247K | – | 131 |
|
|
2021
Q3 | $247K | Hold |
4,900
| – | – | 0.14% | 111 |
|
|
2021
Q2 | $249K | Hold |
4,900
| – | – | 0.14% | 115 |
|
|
2021
Q1 | $250K | Buy |
+4,900
| New | +$250K | 0.15% | 111 |
|