Wealth Management Associates’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $329K | Buy |
|
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $351K | Buy |
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|
2021
Q3 | $349K | Buy |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $352K | Buy |
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|
2020
Q4 | $344K | Buy |
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|
2020
Q3 | $345K | Buy |
|