Carson Wealth (CWM LLC)’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	-1,035	Closed	-$21K	–	4262
2023 Q3	$21K	Buy	1,035 +6	+0.6%	+$122	﹤0.01%	2651
2023 Q2	$21K	Buy	1,029 +5	+0.5%	+$102	﹤0.01%	2597
2023 Q1	$20K	Buy	+1,024	New	+$20K	﹤0.01%	2503