Kowal Investment Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $377K | Buy |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $316K | Sell |
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|
2021
Q3 | $327K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $327K | Buy |
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|
2020
Q4 | $328K | Buy |
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