Stonebridge Financial Planning Group’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
Q1 | – | Sell |
-2,255
| Closed | -$112K | – | 257 |
|
|
2021
Q4 | $112K | Hold |
2,255
| – | – | 0.06% | 151 |
|
|
2021
Q3 | $114K | Hold |
2,255
| – | – | 0.06% | 151 |
|
|
2021
Q2 | $115K | Hold |
2,255
| – | – | 0.06% | 150 |
|
|
2021
Q1 | $115K | Sell |
2,255
-1,700
| -43% | -$86.7K | 0.07% | 146 |
|
|
2020
Q4 | $204K | Buy |
3,955
+1,700
| +75% | +$87.7K | 0.13% | 100 |
|
|
2020
Q3 | $116K | Buy |
2,255
+975
| +76% | +$50.2K | 0.08% | 123 |
|
|
2020
Q2 | $66K | Hold |
1,280
| – | – | 0.06% | 157 |
|
|
2020
Q1 | $66K | Buy |
1,280
+980
| +327% | +$50.5K | 0.07% | 149 |
|
|
2019
Q4 | $16K | Buy |
+300
| New | +$16K | 0.01% | 257 |
|