Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,570
| Closed | -$248K | – | 393 |
|
|
2022
Q4 | $248K | Buy |
12,570
+56
| +0.4% | +$1.11K | 0.07% | 298 |
|
|
2022
Q3 | $244K | Sell |
12,514
-680
| -5% | -$13.3K | 0.08% | 281 |
|
|
2022
Q2 | $262K | Sell |
13,194
-2,217
| -14% | -$44K | 0.08% | 264 |
|
|
2022
Q1 | $310K | Sell |
15,411
-1,338
| -8% | -$26.9K | 0.08% | 274 |
|
|
2021
Q4 | $349K | Buy |
+16,749
| New | +$349K | 0.09% | 245 |
|
|
2021
Q3 | – | Sell |
-17,659
| Closed | -$369K | – | 360 |
|
|
2021
Q2 | $369K | Buy |
17,659
+55
| +0.3% | +$1.15K | 0.11% | 224 |
|
|
2021
Q1 | $366K | Sell |
17,604
-45,378
| -72% | -$943K | 0.13% | 189 |
|
|
2020
Q4 | $1.31M | Buy |
62,982
+4,787
| +8% | +$99.6K | 0.46% | 54 |
|
|
2020
Q3 | $1.2M | Buy |
58,195
+40,806
| +235% | +$843K | 0.47% | 50 |
|
|
2020
Q2 | $357K | Buy |
+17,389
| New | +$357K | 0.16% | 166 |
|