Towerpoint Wealth’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $885K | Buy |
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|
2025
Q2 | $866K | Buy |
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|
2025
Q1 | $847K | Buy |
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|
2024
Q4 | $812K | Buy |
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|
2024
Q3 | $801K | Sell |
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|
2024
Q2 | $808K | Sell |
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|
2024
Q1 | $825K | Sell |
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|
2023
Q4 | $832K | Sell |
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|
2023
Q3 | $831K | Sell |
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|
2023
Q2 | $860K | Buy |
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|
2023
Q1 | $857K | Buy |
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|
2022
Q4 | $749K | Sell |
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|
2022
Q3 | $759K | Buy |
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|
2022
Q2 | $682K | Sell |
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|
2022
Q1 | $694K | Sell |
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|
2021
Q4 | $752K | Buy |
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|
2021
Q3 | $725K | Buy |
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|
2021
Q2 | $689K | Buy |
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|
2021
Q1 | $660K | Buy |
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|
2020
Q4 | $578K | Buy |
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|
2020
Q3 | $538K | Buy |
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|
2020
Q2 | $453K | Buy |
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|
2020
Q1 | $352K | Buy |
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|
2019
Q4 | $342K | Sell |
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|
2019
Q3 | $363K | Sell |
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|
2019
Q2 | $367K | Hold |
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|
2019
Q1 | $364K | Hold |
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|
2018
Q4 | $362K | Buy |
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