WealthShield Partners’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 | $15K | Sell |
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|
2025
Q1 | $24.8K | Hold |
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|
2024
Q4 | $24.6K | Hold |
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|
2024
Q3 | $25K | Hold |
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|
2024
Q2 | $24.3K | Hold |
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|
2024
Q1 | $24.4K | Sell |
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|
2023
Q4 | $29.3K | Sell |
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|
2023
Q3 | $39K | Sell |
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|
2023
Q2 | $63K | Sell |
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|
2023
Q1 | $67.9K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $546K | Sell |
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|
2021
Q2 | $556K | Buy |
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|
2021
Q1 | $436K | Buy |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $335K | Buy |
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|
2020
Q2 | $104K | Buy |
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|
2020
Q1 | $103K | Sell |
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|
2019
Q4 | $115K | Buy |
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|
2019
Q3 | $100K | Buy |
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|
2019
Q2 | $53K | Sell |
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|
2019
Q1 | $112K | Buy |
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|
2018
Q4 | $33K | Sell |
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|
2018
Q3 | $36K | Sell |
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|
2018
Q2 | $43K | Hold |
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|
2018
Q1 | $43K | Buy |
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