Winfield 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $722K | Hold |
14,751
| – | – | 0.26% | 83 |
|
|
2021
Q4 | $737K | Hold |
14,751
| – | – | 0.25% | 86 |
|
|
2021
Q3 | $746K | Sell |
14,751
-6,260
| -30% | -$317K | 0.28% | 80 |
|
|
2021
Q2 | $1.07M | Sell |
21,011
-4,552
| -18% | -$232K | 0.39% | 58 |
|
|
2021
Q1 | $1.31M | Sell |
25,563
-575
| -2% | -$29.4K | 0.53% | 52 |
|
|
2020
Q4 | $1.35M | Sell |
26,138
-1,780
| -6% | -$91.6K | 0.57% | 49 |
|
|
2020
Q3 | $1.44M | Buy |
27,918
+2,125
| +8% | +$110K | 0.69% | 38 |
|
|
2020
Q2 | $1.33M | Buy |
25,793
+14,000
| +119% | +$724K | 0.68% | 41 |
|
|
2020
Q1 | $601K | Buy |
+11,793
| New | +$601K | 0.38% | 58 |
|