WCFA
Walkner Condon Financial Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
538,046
-50,405
| -9% | -$1.08M | 2.12% | 11 |
|
|
2025
Q1 | $12.7M | Buy |
588,451
+195,938
| +50% | +$4.21M | 2.56% | 8 |
|
|
2024
Q4 | $8.18M | Buy |
392,513
+15,596
| +4% | +$325K | 1.66% | 12 |
|
|
2024
Q3 | $8.44M | Sell |
376,917
-17,854
| -5% | -$400K | 1.72% | 11 |
|
|
2024
Q2 | $8.3M | Buy |
394,771
+4,407
| +1% | +$92.7K | 1.79% | 11 |
|
|
2024
Q1 | $8.35M | Sell |
390,364
-25,568
| -6% | -$547K | 1.77% | 11 |
|
|
2023
Q4 | $9.2M | Buy |
415,932
+405,493
| +3,884% | +$8.97M | 2.1% | 11 |
|
|
2023
Q3 | $212K | Buy |
+10,439
| New | +$212K | 0.06% | 230 |
|