Iams Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
49,550
-28,738
| -37% | -$616K | 0.49% | 65 |
|
|
2025
Q1 | $1.68M | Sell |
78,288
-122
| -0.2% | -$2.62K | 0.77% | 48 |
|
|
2024
Q4 | $1.63M | Buy |
78,410
+11,851
| +18% | +$247K | 0.75% | 46 |
|
|
2024
Q3 | $1.49M | Buy |
66,559
+17,566
| +36% | +$393K | 0.73% | 45 |
|
|
2024
Q2 | $1.03M | Buy |
48,993
+25,406
| +108% | +$534K | 0.56% | 59 |
|
|
2024
Q1 | $501K | Sell |
23,587
-10,566
| -31% | -$224K | 0.31% | 83 |
|
|
2023
Q4 | $756K | Sell |
34,153
-4,948
| -13% | -$109K | 0.49% | 63 |
|
|
2023
Q3 | $793K | Buy |
+39,101
| New | +$793K | 0.55% | 61 |
|
|
2023
Q2 | – | Sell |
-17,115
| Closed | -$387K | – | 91 |
|
|
2023
Q1 | $387K | Buy |
+17,115
| New | +$387K | 0.32% | 80 |
|