Integrated Wealth Concepts’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,603
| Closed | -$237K | – | 751 |
|
|
2020
Q4 | $237K | Buy |
11,603
+62
| +0.5% | +$1.27K | 0.01% | 558 |
|
|
2020
Q3 | $235K | Sell |
11,541
-749
| -6% | -$15.3K | 0.01% | 511 |
|
|
2020
Q2 | $249K | Buy |
12,290
+38
| +0.3% | +$770 | 0.02% | 440 |
|
|
2020
Q1 | $240K | Buy |
12,252
+2,266
| +23% | +$44.4K | 0.02% | 355 |
|
|
2019
Q4 | $205K | Buy |
+9,986
| New | +$205K | 0.02% | 455 |
|