Avantax Advisory Services’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,361
| Closed | -$485K | – | 1612 |
|
|
2023
Q3 | $485K | Sell |
24,361
-418
| -2% | -$8.33K | 0.01% | 955 |
|
|
2023
Q2 | $495K | Buy |
24,779
+581
| +2% | +$11.6K | 0.01% | 947 |
|
|
2023
Q1 | $483K | Buy |
24,198
+5,317
| +28% | +$106K | 0.01% | 930 |
|
|
2022
Q4 | $377K | Buy |
18,881
+1,875
| +11% | +$37.4K | 0.01% | 997 |
|
|
2022
Q3 | $337K | Buy |
+17,006
| New | +$337K | 0.01% | 946 |
|