IAP
Indie Asset Partners’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 |
-5,050
| Closed | -$239K | – | 89 |
|
|
2022
Q3 | $239K | Sell |
5,050
-800
| -14% | -$37.9K | 0.24% | 67 |
|
|
2022
Q2 | $283K | Hold |
5,850
| – | – | 0.25% | 69 |
|
|
2022
Q1 | $286K | Sell |
5,850
-100
| -2% | -$4.89K | 0.21% | 93 |
|
|
2021
Q4 | $297K | Sell |
5,950
-1,000
| -14% | -$49.9K | 0.22% | 94 |
|
|
2021
Q3 | $352K | Hold |
6,950
| – | – | 0.29% | 74 |
|
|
2021
Q2 | $354K | Buy |
6,950
+100
| +1% | +$5.09K | 0.29% | 73 |
|
|
2021
Q1 | $350K | Buy |
6,850
+1,450
| +27% | +$74.1K | 0.4% | 71 |
|
|
2020
Q4 | $278K | Sell |
5,400
-450
| -8% | -$23.2K | 0.32% | 80 |
|
|
2020
Q3 | $302K | Hold |
5,850
| – | – | 0.38% | 66 |
|
|
2020
Q2 | $303K | Hold |
5,850
| – | – | 0.38% | 65 |
|
|
2020
Q1 | $298K | Buy |
5,850
+700
| +14% | +$35.7K | 0.37% | 54 |
|
|
2019
Q4 | $267K | Buy |
+5,150
| New | +$267K | 0.28% | 68 |
|