Patriot Financial Group Insurance Agency’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $576K | Buy |
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|
2024
Q1 | $574K | Buy |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q2 | $511K | Sell |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $524K | Buy |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $484K | Sell |
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|
2020
Q4 | $493K | Sell |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $800K | Buy |
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|
2019
Q4 | $787K | Buy |
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|
2019
Q3 | $686K | Buy |
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|
2019
Q2 | $473K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $88K | Sell |
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|
2017
Q4 | $103K | Sell |
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|
2017
Q3 | $114K | Sell |
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|
2017
Q2 | $129K | Buy |
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|
2017
Q1 | $19K | Buy |
|