Northstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,806
| Closed | -$713K | – | 173 |
|
|
2020
Q2 | $713K | Buy |
13,806
+4,531
| +49% | +$234K | 0.3% | 85 |
|
|
2020
Q1 | $473K | Hold |
9,275
| – | – | 0.24% | 94 |
|
|
2019
Q4 | $480K | Buy |
9,275
+2,975
| +47% | +$154K | 0.2% | 114 |
|
|
2019
Q3 | $328K | Hold |
6,300
| – | – | 0.14% | 138 |
|
|
2019
Q2 | $326K | Hold |
6,300
| – | – | 0.15% | 138 |
|
|
2019
Q1 | $323K | Buy |
+6,300
| New | +$323K | 0.15% | 136 |
|