KWS
Keystone Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
72,344
+583
| +0.8% | +$28.7K | 0.86% | 24 |
|
|
2025
Q1 | $3.53M | Buy |
71,761
+4,582
| +7% | +$225K | 0.96% | 25 |
|
|
2024
Q4 | $3.27M | Buy |
67,179
+4,509
| +7% | +$219K | 0.87% | 26 |
|
|
2024
Q3 | $3.1M | Buy |
62,670
+754
| +1% | +$37.3K | 0.86% | 25 |
|
|
2024
Q2 | $2.98M | Buy |
61,916
+1,244
| +2% | +$59.8K | 0.93% | 25 |
|
|
2024
Q1 | $2.93M | Buy |
60,672
+4,943
| +9% | +$239K | 0.95% | 24 |
|
|
2023
Q4 | $2.69M | Buy |
55,729
+6,345
| +13% | +$307K | 0.92% | 24 |
|
|
2023
Q3 | $2.33M | Buy |
+49,384
| New | +$2.33M | 0.89% | 26 |
|