San Luis Wealth Advisors’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
Q4 | – | Sell |
-5,412
| Closed | -$256K | – | 81 |
|
|
2022
Q3 | $256K | Sell |
5,412
-14,000
| -72% | -$662K | 0.27% | 70 |
|
|
2022
Q2 | $938K | Sell |
19,412
-14,417
| -43% | -$697K | 1.08% | 26 |
|
|
2022
Q1 | $1.69M | Hold |
33,829
| – | – | 0.83% | 27 |
|
|
2021
Q4 | $1.69M | Buy |
33,829
+22,426
| +197% | +$1.12M | 1.72% | 16 |
|
|
2021
Q3 | $577K | Buy |
+11,403
| New | +$577K | 0.32% | 78 |
|
|
2020
Q4 | $1.07M | Buy |
+20,775
| New | +$1.07M | 0.69% | 37 |
|