Maripau Wealth 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
Q2 | – | Sell |
-4,395
| Closed | -$212K | – | 161 |
|
|
2024
Q1 | $212K | Sell |
4,395
-11
| -0.2% | -$531 | 0.16% | 128 |
|
|
2023
Q4 | $213K | Sell |
4,406
-148
| -3% | -$7.15K | 0.19% | 102 |
|
|
2023
Q3 | $215K | Sell |
4,554
-828
| -15% | -$39.1K | 0.2% | 90 |
|
|
2023
Q2 | $257K | Sell |
5,382
-3,320
| -38% | -$158K | 0.23% | 78 |
|
|
2023
Q1 | $417K | Sell |
8,702
-303
| -3% | -$14.5K | 0.43% | 48 |
|
|
2022
Q4 | $434K | Sell |
9,005
-880
| -9% | -$42.4K | 0.45% | 47 |
|
|
2022
Q3 | $463K | Buy |
9,885
+2,562
| +35% | +$120K | 0.5% | 48 |
|
|
2022
Q2 | $356K | Sell |
7,323
-1,535
| -17% | -$74.6K | 0.39% | 52 |
|
|
2022
Q1 | $431K | Buy |
+8,858
| New | +$431K | 0.39% | 54 |
|