M&R Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-215
| Closed | -$10.4K | – | 598 |
|
|
2023
Q4 | $10.4K | Buy |
215
+2
| +0.9% | +$97 | ﹤0.01% | 393 |
|
|
2023
Q3 | $10K | Buy |
213
+3
| +1% | +$142 | ﹤0.01% | 376 |
|
|
2023
Q2 | $10K | Buy |
210
+2
| +1% | +$96 | ﹤0.01% | 388 |
|
|
2023
Q1 | $10K | Buy |
208
+1
| +0.5% | +$48 | ﹤0.01% | 372 |
|
|
2022
Q4 | $9.82K | Sell |
207
-298
| -59% | -$14.1K | ﹤0.01% | 354 |
|
|
2022
Q3 | $23K | Buy |
505
+3
| +0.6% | +$137 | 0.01% | 268 |
|
|
2022
Q2 | $24K | Buy |
502
+2
| +0.4% | +$96 | 0.01% | 271 |
|
|
2022
Q1 | $24K | Buy |
+500
| New | +$24K | 0.01% | 284 |
|