SWAG
Spectrum Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,618
| Closed | -$221K | – | 33 |
|
|
2023
Q1 | $221K | Sell |
4,618
-495
| -10% | -$23.7K | 0.3% | 31 |
|
|
2022
Q4 | $242K | Sell |
5,113
-116
| -2% | -$5.5K | 0.34% | 27 |
|
|
2022
Q3 | $248K | Sell |
5,229
-1,939
| -27% | -$92K | 0.31% | 32 |
|
|
2022
Q2 | $346K | Sell |
7,168
-820
| -10% | -$39.6K | 0.39% | 27 |
|
|
2022
Q1 | $391K | Sell |
7,988
-14,116
| -64% | -$691K | 0.38% | 27 |
|
|
2021
Q4 | $1.11M | Sell |
22,104
-11,425
| -34% | -$571K | 0.98% | 20 |
|
|
2021
Q3 | $1.7M | Sell |
33,529
-4,656
| -12% | -$236K | 1.67% | 18 |
|
|
2021
Q2 | $1.94M | Sell |
38,185
-3,033
| -7% | -$154K | 1.9% | 17 |
|
|
2021
Q1 | $2.11M | Sell |
41,218
-682
| -2% | -$34.8K | 2.01% | 15 |
|
|
2020
Q4 | $2.16M | Sell |
41,900
-27,107
| -39% | -$1.4M | 2.44% | 12 |
|
|
2020
Q3 | $3.57M | Buy |
69,007
+48,340
| +234% | +$2.5M | 2.29% | 14 |
|
|
2020
Q2 | $1.07M | Buy |
+20,667
| New | +$1.07M | 1.51% | 20 |
|