Avestar Capital’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-40,078
| Closed | -$834K | – | 325 |
|
|
2020
Q4 | $834K | Sell |
40,078
-19,069
| -32% | -$397K | 0.23% | 81 |
|
|
2020
Q3 | $1.22M | Sell |
59,147
-11,221
| -16% | -$231K | 0.4% | 44 |
|
|
2020
Q2 | $1.44M | Sell |
70,368
-15,800
| -18% | -$324K | 0.64% | 32 |
|
|
2020
Q1 | $1.73M | Buy |
86,168
+10,663
| +14% | +$214K | 0.95% | 21 |
|
|
2019
Q4 | $1.55M | Buy |
75,505
+25,505
| +51% | +$522K | 0.87% | 20 |
|
|
2019
Q3 | $1.02M | Buy |
+50,000
| New | +$1.02M | 0.64% | 37 |
|