Atlas Private Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-500
| Closed | -$30K | – | 416 |
|
|
2020
Q4 | $30K | Sell |
500
-1,100
| -69% | -$66K | 0.02% | 234 |
|
|
2020
Q3 | $96K | Sell |
1,600
-550
| -26% | -$33K | 0.08% | 149 |
|
|
2020
Q2 | $129K | Sell |
2,150
-875
| -29% | -$52.5K | 0.1% | 134 |
|
|
2020
Q1 | $179K | Hold |
3,025
| – | – | 0.17% | 115 |
|
|
2019
Q4 | $182K | Buy |
+3,025
| New | +$182K | 0.14% | 128 |
|