L.M. Kohn & Company’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,120
| Closed | -$578K | – | 248 |
|
|
2023
Q2 | $578K | Sell |
12,120
-300
| -2% | -$14.3K | 0.22% | 110 |
|
|
2023
Q1 | $595K | Sell |
12,420
-1,294
| -9% | -$61.9K | 0.25% | 94 |
|
|
2022
Q4 | $650K | Sell |
13,714
-503
| -4% | -$23.8K | 0.3% | 80 |
|
|
2022
Q3 | $674K | Hold |
14,217
| – | – | 0.33% | 72 |
|
|
2022
Q2 | $687K | Hold |
14,217
| – | – | 0.32% | 74 |
|
|
2022
Q1 | $696K | Buy |
+14,217
| New | +$696K | 0.27% | 87 |
|