Laird Norton Wetherby Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,400
| Closed | -$429K | – | 916 |
|
|
2021
Q1 | $429K | Sell |
8,400
-2,000
| -19% | -$102K | 0.03% | 487 |
|
|
2020
Q4 | $535K | Sell |
10,400
-1,000
| -9% | -$51.4K | 0.04% | 438 |
|
|
2020
Q3 | $589K | Hold |
11,400
| – | – | 0.05% | 341 |
|
|
2020
Q2 | $589K | Hold |
11,400
| – | – | 0.06% | 325 |
|
|
2020
Q1 | $581K | Buy |
+11,400
| New | +$581K | 0.07% | 287 |
|