NWS
Newport Wealth Strategies’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
Q3 | $3.42M | Sell |
67,680
-4,140
| -6% | -$209K | 2.07% | 17 |
|
|
2021
Q2 | $3.66M | Buy |
71,820
+1,510
| +2% | +$76.9K | 2.11% | 15 |
|
|
2021
Q1 | $3.59M | Hold |
70,310
| – | – | 2.23% | 15 |
|
|
2020
Q4 | $3.63M | Hold |
70,310
| – | – | 2.72% | 13 |
|
|
2020
Q3 | $3.63M | Buy |
70,310
+11,030
| +19% | +$570K | 2.71% | 13 |
|
|
2020
Q2 | $3.06M | Buy |
59,280
+31,630
| +114% | +$1.63M | 2.8% | 13 |
|
|
2020
Q1 | $1.43M | Buy |
27,650
+23,090
| +506% | +$1.19M | 1.34% | 23 |
|
|
2019
Q4 | $237K | Buy |
+4,560
| New | +$237K | 0.17% | 87 |
|