TCWA
Ten Capital Wealth Advisors’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 |
-787
| Closed | -$37.7K | – | 399 |
|
|
2023
Q1 | $37.7K | Sell |
787
-1,521
| -66% | -$72.8K | 0.01% | 248 |
|
|
2022
Q4 | $109K | Hold |
2,308
| – | – | 0.04% | 128 |
|
|
2022
Q3 | $109K | Buy |
2,308
+127
| +6% | +$6K | 0.05% | 117 |
|
|
2022
Q2 | $105K | Sell |
2,181
-49
| -2% | -$2.36K | 0.05% | 116 |
|
|
2022
Q1 | $109K | Sell |
2,230
-535
| -19% | -$26.2K | 0.05% | 110 |
|
|
2021
Q4 | $138K | Sell |
2,765
-1,354
| -33% | -$67.6K | 0.06% | 80 |
|
|
2021
Q3 | $208K | Sell |
4,119
-109
| -3% | -$5.5K | 0.1% | 63 |
|
|
2021
Q2 | $215K | Sell |
4,228
-1,031
| -20% | -$52.4K | 0.05% | 128 |
|
|
2021
Q1 | $268K | Sell |
5,259
-114,845
| -96% | -$5.85M | 0.07% | 115 |
|
|
2020
Q4 | $6.18M | Sell |
120,104
-36,500
| -23% | -$1.88M | 1.72% | 19 |
|
|
2020
Q3 | $8.09M | Buy |
+156,604
| New | +$8.09M | 2.73% | 8 |
|