SBL
Sargent Bickham Lagudis’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
Q4 | $27.6K | Hold |
583
| – | – | ﹤0.01% | 548 |
|
|
2022
Q3 | $27K | Sell |
583
-262
| -31% | -$12.1K | ﹤0.01% | 524 |
|
|
2022
Q2 | $41K | Sell |
845
-474
| -36% | -$23K | ﹤0.01% | 459 |
|
|
2022
Q1 | $65K | Sell |
1,319
-473
| -26% | -$23.3K | 0.01% | 401 |
|
|
2021
Q4 | $90K | Sell |
1,792
-3,953
| -69% | -$199K | 0.01% | 349 |
|
|
2021
Q3 | $291K | Hold |
5,745
| – | – | 0.02% | 212 |
|
|
2021
Q2 | $292K | Sell |
5,745
-3,864
| -40% | -$196K | 0.02% | 217 |
|
|
2021
Q1 | $491K | Sell |
9,609
-324
| -3% | -$16.6K | 0.04% | 161 |
|
|
2020
Q4 | $511K | Sell |
9,933
-11,248
| -53% | -$579K | 0.05% | 158 |
|
|
2020
Q3 | $1.1M | Sell |
21,181
-9,584
| -31% | -$495K | 0.11% | 108 |
|
|
2020
Q2 | $1.59M | Sell |
30,765
-9,562
| -24% | -$494K | 0.17% | 97 |
|
|
2020
Q1 | $2.06M | Sell |
40,327
-25,082
| -38% | -$1.28M | 0.26% | 82 |
|
|
2019
Q4 | $3.39M | Buy |
65,409
+30,974
| +90% | +$1.6M | 0.38% | 62 |
|
|
2019
Q3 | $1.79M | Sell |
34,435
-451,132
| -93% | -$23.5M | 0.22% | 87 |
|
|
2019
Q2 | $25.1M | Buy |
485,567
+14,860
| +3% | +$768K | 2.98% | 7 |
|
|
2019
Q1 | $24.1M | Buy |
470,707
+43,745
| +10% | +$2.24M | 2.79% | 8 |
|
|
2018
Q4 | $21.8M | Buy |
+426,962
| New | +$21.8M | 2.82% | 8 |
|