Patron 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-4,387
| Closed | -$219K | – | 191 |
|
2021
Q4 | $219K | Sell |
4,387
-200
| -4% | -$9.98K | 0.14% | 155 |
|
2021
Q3 | $232K | Hold |
4,587
| – | – | 0.17% | 144 |
|
2021
Q2 | $233K | Sell |
4,587
-20,733
| -82% | -$1.05M | 0.18% | 142 |
|
2021
Q1 | $1.29M | Buy |
25,320
+838
| +3% | +$42.8K | 1.1% | 11 |
|
2020
Q4 | $1.26M | Buy |
+24,482
| New | +$1.26M | 1.22% | 12 |
|