McDonald 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,927
| Closed | -$238K | – | 262 |
|
2022
Q2 | $238K | Hold |
4,927
| – | – | 0.06% | 261 |
|
2022
Q1 | $241K | Buy |
+4,927
| New | +$241K | 0.05% | 280 |
|
2021
Q4 | – | Sell |
-4,927
| Closed | -$249K | – | 646 |
|
2021
Q3 | $249K | Hold |
4,927
| – | – | 0.06% | 268 |
|
2021
Q2 | $251K | Hold |
4,927
| – | – | 0.06% | 265 |
|
2021
Q1 | $252K | Buy |
+4,927
| New | +$252K | 0.06% | 251 |
|