Valeo Financial Advisors’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-154
| Closed | -$8K | – | 1159 |
|
|
2021
Q1 | $8K | Buy |
+154
| New | +$8K | ﹤0.01% | 1339 |
|
|
2020
Q3 | – | Sell |
-784
| Closed | -$41K | – | 1838 |
|
|
2020
Q2 | $41K | Buy |
784
+633
| +419% | +$33.1K | ﹤0.01% | 762 |
|
|
2020
Q1 | $8K | Buy |
+151
| New | +$8K | ﹤0.01% | 1121 |
|
|
2019
Q3 | – | Sell |
-25
| Closed | -$1K | – | 1612 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1468 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1451 |
|
|
2018
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1382 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1630 |
|
|
2018
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1470 |
|