WWP
WR Wealth Planners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.89M | Sell |
79,913
-13
| -0% | -$633 | 1.25% | 15 |
|
|
2024
Q3 | $3.95M | Buy |
79,926
+4,469
| +6% | +$221K | 1.1% | 17 |
|
|
2024
Q2 | $3.63M | Buy |
75,457
+2,878
| +4% | +$138K | 1.11% | 19 |
|
|
2024
Q1 | $3.5M | Buy |
72,579
+2,353
| +3% | +$114K | 1.09% | 19 |
|
|
2023
Q4 | $3.39M | Sell |
70,226
-494
| -0.7% | -$23.9K | 1.26% | 17 |
|
|
2023
Q3 | $3.34M | Sell |
70,720
-2,927
| -4% | -$138K | 1.27% | 19 |
|
|
2023
Q2 | $3.51M | Buy |
73,647
+2,017
| +3% | +$96.2K | 1.36% | 16 |
|
|
2023
Q1 | $3.43M | Sell |
71,630
-44,685
| -38% | -$2.14M | 1.48% | 15 |
|
|
2022
Q4 | $5.51M | Sell |
116,315
-8,197
| -7% | -$389K | 3.4% | 8 |
|
|
2022
Q3 | $5.9M | Sell |
124,512
-1,265
| -1% | -$59.9K | 4.15% | 5 |
|
|
2022
Q2 | $6.08M | Buy |
125,777
+10,237
| +9% | +$494K | 4% | 7 |
|
|
2022
Q1 | $5.66M | Buy |
+115,540
| New | +$5.66M | 3.37% | 8 |
|