WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.89M | Sell |
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|
2024
Q3 | $3.95M | Buy |
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|
2024
Q2 | $3.63M | Buy |
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|
2024
Q1 | $3.5M | Buy |
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|
2023
Q4 | $3.39M | Sell |
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|
2023
Q3 | $3.34M | Sell |
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|
2023
Q2 | $3.51M | Buy |
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|
2023
Q1 | $3.43M | Sell |
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|
2022
Q4 | $5.51M | Sell |
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|
2022
Q3 | $5.9M | Sell |
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|
2022
Q2 | $6.08M | Buy |
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|
2022
Q1 | $5.66M | Buy |
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