Total Clarity Wealth Management’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
Q4 | – | Sell |
-27,732
| Closed | -$1.31M | – | 247 |
|
|
2022
Q3 | $1.31M | Sell |
27,732
-1,343
| -5% | -$63.6K | 0.82% | 33 |
|
|
2022
Q2 | $1.4M | Sell |
29,075
-13,497
| -32% | -$652K | 0.73% | 32 |
|
|
2022
Q1 | $2.08M | Sell |
42,572
-16
| -0% | -$783 | 1.14% | 19 |
|
|
2021
Q4 | $2.13M | Sell |
42,588
-3,503
| -8% | -$175K | 0.97% | 22 |
|
|
2021
Q3 | $2.33M | Buy |
46,091
+2,100
| +5% | +$106K | 1.11% | 20 |
|
|
2021
Q2 | $2.24M | Sell |
43,991
-1,282
| -3% | -$65.3K | 1.25% | 22 |
|
|
2021
Q1 | $2.31M | Sell |
45,273
-676
| -1% | -$34.5K | 1.33% | 17 |
|
|
2020
Q4 | $2.37M | Buy |
45,949
+2,198
| +5% | +$113K | 1.64% | 18 |
|
|
2020
Q3 | $2.26M | Buy |
43,751
+3,909
| +10% | +$202K | 1.97% | 13 |
|
|
2020
Q2 | $2.06M | Buy |
39,842
+891
| +2% | +$46K | 1.89% | 13 |
|
|
2020
Q1 | $1.99M | Buy |
38,951
+5,710
| +17% | +$291K | 3.07% | 6 |
|
|
2019
Q4 | $1.72M | Buy |
+33,241
| New | +$1.72M | 1.29% | 18 |
|