Western Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,410
| Closed | -$195K | – | 752 |
|
|
2024
Q2 | $195K | Sell |
10,410
-1,228
| -11% | -$23K | 0.01% | 631 |
|
|
2024
Q1 | $218K | Buy |
11,638
+28
| +0.2% | +$525 | 0.02% | 601 |
|
|
2023
Q4 | $219K | Buy |
11,610
+15
| +0.1% | +$283 | 0.02% | 637 |
|
|
2023
Q3 | $213K | Buy |
11,595
+20
| +0.2% | +$367 | 0.02% | 598 |
|
|
2023
Q2 | $213K | Buy |
+11,575
| New | +$213K | 0.02% | 600 |
|
|
2023
Q1 | – | Sell |
-14,389
| Closed | -$265K | – | 654 |
|
|
2022
Q4 | $265K | Sell |
14,389
-15,105
| -51% | -$279K | 0.03% | 496 |
|
|
2022
Q3 | $543K | Buy |
29,494
+11,016
| +60% | +$203K | 0.03% | 451 |
|
|
2022
Q2 | $345K | Buy |
18,478
+3,620
| +24% | +$67.6K | 0.02% | 571 |
|
|
2022
Q1 | $288K | Buy |
+14,858
| New | +$288K | 0.01% | 687 |
|