Teamwork Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,640
| Closed | -$552K | – | 199 |
|
|
2022
Q4 | $552K | Sell |
11,640
-98
| -0.8% | -$4.65K | 0.11% | 115 |
|
|
2022
Q3 | $556K | Buy |
+11,738
| New | +$556K | 0.12% | 106 |
|
|
2022
Q1 | – | Sell |
-11,123
| Closed | -$556K | – | 295 |
|
|
2021
Q4 | $556K | Sell |
11,123
-1,643
| -13% | -$82.1K | 0.1% | 181 |
|
|
2021
Q3 | $646K | Buy |
12,766
+275
| +2% | +$13.9K | 0.13% | 129 |
|
|
2021
Q2 | $636K | Sell |
12,491
-1,720
| -12% | -$87.6K | 0.13% | 130 |
|
|
2021
Q1 | $726K | Sell |
14,211
-2,732
| -16% | -$140K | 0.17% | 116 |
|
|
2020
Q4 | $872K | Buy |
16,943
+1,755
| +12% | +$90.3K | 0.21% | 94 |
|
|
2020
Q3 | $785K | Buy |
15,188
+1,041
| +7% | +$53.8K | 0.24% | 90 |
|
|
2020
Q2 | $731K | Buy |
+14,147
| New | +$731K | 0.26% | 87 |
|