SteelPeak Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-26,434
| Closed | -$1.35M | – | 424 |
|
|
2021
Q2 | $1.35M | Sell |
26,434
-630
| -2% | -$32.1K | 0.09% | 139 |
|
|
2021
Q1 | $1.38M | Sell |
27,064
-478
| -2% | -$24.4K | 0.11% | 123 |
|
|
2020
Q4 | $1.42M | Buy |
27,542
+748
| +3% | +$38.5K | 0.13% | 125 |
|
|
2020
Q3 | $1.39M | Buy |
26,794
+3,301
| +14% | +$171K | 0.15% | 107 |
|
|
2020
Q2 | $1.21M | Buy |
23,493
+267
| +1% | +$13.8K | 0.15% | 101 |
|
|
2020
Q1 | $1.19M | Buy |
23,226
+6,820
| +42% | +$348K | 0.19% | 99 |
|
|
2019
Q4 | $850K | Buy |
+16,406
| New | +$850K | 0.12% | 147 |
|