TAM
Tucker Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $136K | Buy |
2,792
+884
| +46% | +$43K | 0.01% | 195 |
|
2024
Q3 | $94.3K | Sell |
1,908
-339
| -15% | -$16.7K | 0.02% | 232 |
|
2024
Q2 | $108K | Buy |
2,247
+463
| +26% | +$22.2K | 0.02% | 249 |
|
2024
Q1 | $86.1K | Buy |
1,784
+685
| +62% | +$33.1K | 0.02% | 315 |
|
2023
Q4 | $53.1K | Sell |
1,099
-118
| -10% | -$5.7K | 0.01% | 329 |
|
2023
Q3 | $57.5K | Sell |
1,217
-87
| -7% | -$4.11K | 0.02% | 300 |
|
2023
Q2 | $62.2K | Sell |
1,304
-985
| -43% | -$47K | 0.02% | 230 |
|
2023
Q1 | $110K | Sell |
2,289
-84
| -4% | -$4.02K | 0.03% | 136 |
|
2022
Q4 | $113K | Hold |
2,373
| – | – | 0.04% | 91 |
|
2022
Q3 | $111K | Buy |
2,373
+578
| +32% | +$27.1K | 0.04% | 73 |
|
2022
Q2 | $86.7K | Sell |
1,795
-570
| -24% | -$27.5K | 0.03% | 57 |
|
2022
Q1 | $116K | Sell |
2,365
-362
| -13% | -$17.7K | 0.04% | 38 |
|
2021
Q4 | $136K | Buy |
2,727
+324
| +13% | +$16.2K | 0.04% | 34 |
|
2021
Q3 | $121K | Sell |
2,403
-594
| -20% | -$30K | 0.04% | 36 |
|
2021
Q2 | $153K | Buy |
2,997
+1,336
| +80% | +$68K | 0.07% | 22 |
|
2021
Q1 | $84.8K | Buy |
1,661
+74
| +5% | +$3.78K | 0.04% | 49 |
|
2020
Q4 | $81.7K | Buy |
+1,587
| New | +$81.7K | 0.05% | 42 |
|