Triton Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,476
| Closed | -$327K | – | 90 |
|
|
2022
Q1 | $327K | Hold |
16,476
| – | – | 0.17% | 69 |
|
|
2021
Q4 | $327K | Buy |
16,476
+2,713
| +20% | +$53.8K | 0.17% | 69 |
|
|
2021
Q3 | $277K | Buy |
13,763
+347
| +3% | +$6.98K | 0.13% | 85 |
|
|
2021
Q2 | $271K | Sell |
13,416
-11,670
| -47% | -$236K | 0.15% | 92 |
|
|
2021
Q1 | $509K | Sell |
25,086
-4,812
| -16% | -$97.6K | 0.35% | 57 |
|
|
2020
Q4 | $611K | Sell |
29,898
-2,024
| -6% | -$41.4K | 0.39% | 35 |
|
|
2020
Q3 | $651K | Sell |
31,922
-2,049
| -6% | -$41.8K | 0.55% | 26 |
|
|
2020
Q2 | $694K | Sell |
33,971
-29,842
| -47% | -$610K | 0.72% | 26 |
|
|
2020
Q1 | $1.28M | Buy |
+63,813
| New | +$1.28M | 2.07% | 9 |
|