TWM
Titus Wealth 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
Q4 | – | Sell |
-6,450
| Closed | -$333K | – | 140 |
|
|
2020
Q3 | $333K | Sell |
6,450
-1,830
| -22% | -$94.5K | 0.24% | 78 |
|
|
2020
Q2 | $428K | Sell |
8,280
-4,000
| -33% | -$207K | 0.34% | 58 |
|
|
2020
Q1 | $626K | Sell |
12,280
-5,000
| -29% | -$255K | 0.59% | 37 |
|
|
2019
Q4 | $895K | Buy |
+17,280
| New | +$895K | 0.9% | 29 |
|