Private Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,429
| Closed | -$212K | – | 255 |
|
|
2023
Q1 | $212K | Sell |
4,429
-2,627
| -37% | -$126K | 0.06% | 236 |
|
|
2022
Q4 | $335K | Buy |
7,056
+482
| +7% | +$22.9K | 0.09% | 188 |
|
|
2022
Q3 | $311K | Sell |
6,574
-6,623
| -50% | -$314K | 0.09% | 187 |
|
|
2022
Q2 | $637K | Sell |
13,197
-615
| -4% | -$29.7K | 0.18% | 105 |
|
|
2022
Q1 | $676K | Sell |
13,812
-1,698
| -11% | -$83.1K | 0.17% | 121 |
|
|
2021
Q4 | $775K | Buy |
15,510
+1,109
| +8% | +$55.4K | 0.2% | 109 |
|
|
2021
Q3 | $728K | Buy |
14,401
+1,652
| +13% | +$83.6K | 0.21% | 103 |
|
|
2021
Q2 | $649K | Buy |
+12,749
| New | +$649K | 0.19% | 105 |
|