UWM
USAdvisors 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
Q4 | – | Sell |
-4,426
| Closed | -$210K | – | 118 |
|
|
2022
Q3 | $210K | Buy |
4,426
+18
| +0.4% | +$854 | 0.11% | 110 |
|
|
2022
Q2 | $213K | Sell |
4,408
-177
| -4% | -$8.55K | 0.11% | 107 |
|
|
2022
Q1 | $224K | Sell |
4,585
-280
| -6% | -$13.7K | 0.1% | 111 |
|
|
2021
Q4 | $243K | Sell |
4,865
-366
| -7% | -$18.3K | 0.1% | 108 |
|
|
2021
Q3 | $265K | Buy |
5,231
+12
| +0.2% | +$608 | 0.11% | 94 |
|
|
2021
Q2 | $266K | Sell |
5,219
-6,736
| -56% | -$343K | 0.14% | 95 |
|
|
2021
Q1 | $610K | Sell |
11,955
-19,354
| -62% | -$988K | 0.3% | 67 |
|
|
2020
Q4 | $1.61M | Sell |
31,309
-3,966
| -11% | -$204K | 0.77% | 32 |
|
|
2020
Q3 | $1.82K | Sell |
35,275
-1,555
| -4% | -$80 | 0.28% | 26 |
|
|
2020
Q2 | $1.9M | Buy |
36,830
+4,794
| +15% | +$248K | 1.01% | 23 |
|
|
2020
Q1 | $1.63M | Buy |
32,036
+22,685
| +243% | +$1.16M | 1.01% | 20 |
|
|
2019
Q4 | $484K | Buy |
+9,351
| New | +$484K | 0.25% | 47 |
|