Clearview Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-55
| Closed | -$3.3K | – | 307 |
|
|
2023
Q2 | $3.3K | Buy |
55
+1
| +2% | +$60 | ﹤0.01% | 474 |
|
|
2023
Q1 | $3.27K | Hold |
54
| – | – | ﹤0.01% | 472 |
|
|
2022
Q4 | $3.25K | Hold |
54
| – | – | ﹤0.01% | 436 |
|
|
2022
Q3 | $3K | Buy |
54
+1
| +2% | +$56 | ﹤0.01% | 452 |
|
|
2022
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 471 |
|
|
2022
Q1 | $3K | Sell |
53
-392
| -88% | -$22.2K | ﹤0.01% | 487 |
|
|
2021
Q4 | $27K | Sell |
445
-1
| -0.2% | -$61 | 0.02% | 294 |
|
|
2021
Q3 | $27K | Buy |
446
+1
| +0.2% | +$61 | 0.02% | 299 |
|
|
2021
Q2 | $27K | Buy |
445
+1
| +0.2% | +$61 | 0.02% | 304 |
|
|
2021
Q1 | $27K | Hold |
444
| – | – | 0.02% | 297 |
|
|
2020
Q4 | $27K | Buy |
+444
| New | +$27K | 0.02% | 267 |
|