Legacy Capital Wealth Partners’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
Q4 | – | Sell |
-36,226
| Closed | -$1.71M | – | 301 |
|
|
2023
Q3 | $1.71M | Sell |
36,226
-3,607
| -9% | -$170K | 0.47% | 39 |
|
|
2023
Q2 | $1.9M | Sell |
39,833
-34,498
| -46% | -$1.64M | 1.58% | 22 |
|
|
2023
Q1 | $3.56M | Sell |
74,331
-7,223
| -9% | -$346K | 0.97% | 24 |
|
|
2022
Q4 | $3.87M | Buy |
81,554
+238
| +0.3% | +$11.3K | 1.85% | 22 |
|
|
2022
Q3 | $3.85M | Sell |
81,316
-3,957
| -5% | -$187K | 2.04% | 21 |
|
|
2022
Q2 | $4.12M | Sell |
85,273
-5,490
| -6% | -$265K | 2.07% | 20 |
|
|
2022
Q1 | $4.44M | Buy |
90,763
+5,859
| +7% | +$287K | 1.91% | 23 |
|
|
2021
Q4 | $4.24M | Buy |
84,904
+3,557
| +4% | +$178K | 1.75% | 17 |
|
|
2021
Q3 | $4.12M | Buy |
81,347
+2,139
| +3% | +$108K | 1.61% | 19 |
|
|
2021
Q2 | $4.03M | Buy |
79,208
+6,677
| +9% | +$340K | 2.17% | 16 |
|
|
2021
Q1 | $3.7M | Buy |
72,531
+1,319
| +2% | +$67.3K | 1.53% | 15 |
|
|
2020
Q4 | $3.67M | Buy |
+71,212
| New | +$3.67M | 1.57% | 15 |
|