OWA
Outlook Wealth Advisors’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
Q4 | – | Sell |
-26,901
| Closed | -$1.36M | – | 218 |
|
|
2021
Q3 | $1.36M | Sell |
26,901
-586
| -2% | -$29.6K | 0.45% | 60 |
|
|
2021
Q2 | $1.4M | Sell |
27,487
-552
| -2% | -$28.1K | 0.45% | 61 |
|
|
2021
Q1 | $1.43M | Sell |
28,039
-1,192
| -4% | -$60.9K | 0.5% | 53 |
|
|
2020
Q4 | $1.51M | Sell |
29,231
-671
| -2% | -$34.5K | 0.55% | 50 |
|
|
2020
Q3 | $1.55M | Sell |
29,902
-5,432
| -15% | -$281K | 0.61% | 42 |
|
|
2020
Q2 | $1.83M | Sell |
35,334
-1,799
| -5% | -$93K | 0.77% | 34 |
|
|
2020
Q1 | $1.89M | Buy |
+37,133
| New | +$1.89M | 1.07% | 26 |
|