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JPL Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

JPL Wealth Management’s Portfolio LMBS Stock Details LMBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,703
Closed -$902K – 110
2024
Q1 		$902K Buy
18,703
+452
+2% +$21.8K 0.5% 69
2023
Q4 		$882K Buy
+18,251
New +$882K 0.64% 71