PWP
Principle Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,957
| Closed | -$288K | – | 298 |
|
|
2022
Q2 | $288K | Sell |
5,957
-602
| -9% | -$29.1K | 0.03% | 252 |
|
|
2022
Q1 | $321K | Sell |
6,559
-3,110
| -32% | -$152K | 0.03% | 251 |
|
|
2021
Q4 | $483K | Sell |
9,669
-7,963
| -45% | -$398K | 0.05% | 211 |
|
|
2021
Q3 | $892K | Sell |
17,632
-7,669
| -30% | -$388K | 0.1% | 139 |
|
|
2021
Q2 | $1.29M | Sell |
25,301
-183
| -0.7% | -$9.32K | 0.15% | 114 |
|
|
2021
Q1 | $1.3M | Sell |
25,484
-7,281
| -22% | -$372K | 0.15% | 112 |
|
|
2020
Q4 | $1.69M | Sell |
32,765
-3,365
| -9% | -$173K | 0.22% | 88 |
|
|
2020
Q3 | $1.87M | Sell |
36,130
-7,772
| -18% | -$402K | 0.52% | 33 |
|
|
2020
Q2 | $2.27M | Hold |
43,902
| – | – | 0.67% | 26 |
|
|
2020
Q1 | $2.24M | Buy |
43,902
+32,890
| +299% | +$1.68M | 0.84% | 22 |
|
|
2019
Q4 | $570K | Buy |
+11,012
| New | +$570K | 0.18% | 93 |
|