Carson Wealth (CWM LLC)’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | – | – | 4282 |
|
|
2023
Q2 | $0 | Sell |
9
-45
| -83% | – | ﹤0.01% | 4249 |
|
|
2023
Q1 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 3815 |
|
|
2022
Q1 | – | Sell |
-959
| Closed | -$20K | – | 3616 |
|
|
2021
Q4 | $20K | Buy |
+959
| New | +$20K | ﹤0.01% | 1985 |
|
|
2021
Q2 | $20K | Hold |
959
| – | – | ﹤0.01% | 1787 |
|
|
2021
Q1 | $20K | Hold |
959
| – | – | ﹤0.01% | 1787 |
|
|
2020
Q4 | $20K | Hold |
959
| – | – | ﹤0.01% | 1787 |
|
|
2020
Q3 | $20K | Hold |
959
| – | – | ﹤0.01% | 1787 |
|
|
2020
Q2 | $20K | Hold |
959
| – | – | ﹤0.01% | 1787 |
|
|
2020
Q1 | $20K | Hold |
959
| – | – | ﹤0.01% | 1787 |
|
|
2019
Q4 | $20K | Hold |
959
| – | – | ﹤0.01% | 1787 |
|
|
2019
Q3 | $20K | Hold |
959
| – | – | ﹤0.01% | 1787 |
|
|
2019
Q2 | $20K | Hold |
959
| – | – | ﹤0.01% | 1787 |
|
|
2019
Q1 | $20K | Buy |
+959
| New | +$20K | ﹤0.01% | 1787 |
|