TWM
TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-38,835
| Closed | -$1.88M | – | 173 |
|
|
2022
Q2 | $1.88M | Buy |
38,835
+1,287
| +3% | +$62.2K | 1.33% | 20 |
|
|
2022
Q1 | $1.84M | Sell |
37,548
-2,727
| -7% | -$133K | 0.95% | 40 |
|
|
2021
Q4 | $2.01M | Sell |
40,275
-56
| -0.1% | -$2.8K | 0.99% | 29 |
|
|
2021
Q3 | $2.04M | Buy |
40,331
+28
| +0.1% | +$1.42K | 1.11% | 17 |
|
|
2021
Q2 | $2.05M | Sell |
40,303
-7,673
| -16% | -$390K | 1.05% | 24 |
|
|
2021
Q1 | $2.45M | Sell |
47,976
-1,583
| -3% | -$80.8K | 1.41% | 17 |
|
|
2020
Q4 | $2.55M | Buy |
+49,559
| New | +$2.55M | 1.49% | 14 |
|