Westover Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-159,355
| Closed | -$7.63M | – | 184 |
|
|
2023
Q1 | $7.63M | Sell |
159,355
-290
| -0.2% | -$13.9K | 2.83% | 7 |
|
|
2022
Q4 | $7.57M | Sell |
159,645
-7,796
| -5% | -$370K | 2.99% | 7 |
|
|
2022
Q3 | $7.93M | Buy |
167,441
+14,202
| +9% | +$672K | 3.03% | 5 |
|
|
2022
Q2 | $7.4M | Sell |
153,239
-391
| -0.3% | -$18.9K | 2.73% | 7 |
|
|
2022
Q1 | $7.52M | Buy |
+153,630
| New | +$7.52M | 2.35% | 7 |
|