Castle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
18,248
+6,500
| +55% | +$129K | 0.13% | 88 |
|
|
2025
Q1 | $233K | Hold |
11,748
| – | – | 0.09% | 113 |
|
|
2024
Q4 | $233K | Buy |
+11,748
| New | +$233K | 0.09% | 106 |
|
|
2024
Q2 | – | Sell |
-14,224
| Closed | -$282K | – | 119 |
|
|
2024
Q1 | $282K | Sell |
14,224
-564
| -4% | -$11.2K | 0.15% | 103 |
|
|
2023
Q4 | $295K | Buy |
+14,788
| New | +$295K | 0.18% | 97 |
|