OBWG
Onyx Bridge Wealth Group’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,080
| Closed | -$332K | – | 262 |
|
|
2023
Q3 | $332K | Hold |
18,080
| – | – | 0.08% | 165 |
|
|
2023
Q2 | $333K | Sell |
18,080
-1,135
| -6% | -$20.9K | 0.08% | 166 |
|
|
2023
Q1 | $358K | Sell |
19,215
-2,277
| -11% | -$42.4K | 0.14% | 111 |
|
|
2022
Q4 | $399K | Sell |
21,492
-11,064
| -34% | -$205K | 0.16% | 96 |
|
|
2022
Q3 | $597K | Buy |
32,556
+13,555
| +71% | +$249K | 0.27% | 63 |
|
|
2022
Q2 | $360K | Buy |
19,001
+7,516
| +65% | +$142K | 0.16% | 89 |
|
|
2022
Q1 | $221K | Buy |
+11,485
| New | +$221K | 0.08% | 129 |
|