SAM
Stringer Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23,173
| Closed | -$1.18M | – | 35 |
|
|
2020
Q1 | $1.18M | Sell |
23,173
-4,530
| -16% | -$231K | 1.97% | 18 |
|
|
2019
Q4 | $1.44M | Sell |
27,703
-2,507
| -8% | -$130K | 1.56% | 18 |
|
|
2019
Q3 | $1.57M | Buy |
+30,210
| New | +$1.57M | 1.72% | 17 |
|
|
2018
Q4 | – | Sell |
-3,975
| Closed | -$203K | – | 32 |
|
|
2018
Q3 | $203K | Buy |
+3,975
| New | +$203K | 0.16% | 27 |
|
|
2015
Q3 | – | Sell |
-9,430
| Closed | -$475K | – | 39 |
|
|
2015
Q2 | $475K | Buy |
+9,430
| New | +$475K | 0.5% | 31 |
|