CWA
Continuum Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,665
| Closed | -$507K | – | 61 |
|
|
2024
Q2 | $507K | Buy |
25,665
+5,138
| +25% | +$102K | 0.27% | 30 |
|
|
2024
Q1 | $407K | Sell |
20,527
-1,317
| -6% | -$26.1K | 0.23% | 37 |
|
|
2023
Q4 | $436K | Buy |
21,844
+725
| +3% | +$14.5K | 0.28% | 26 |
|
|
2023
Q3 | $409K | Buy |
21,119
+394
| +2% | +$7.64K | 0.29% | 28 |
|
|
2023
Q2 | $409K | Buy |
20,725
+3,784
| +22% | +$74.7K | 0.29% | 28 |
|
|
2023
Q1 | $337K | Sell |
16,941
-1,340
| -7% | -$26.6K | 0.27% | 27 |
|
|
2022
Q4 | $361K | Buy |
+18,281
| New | +$361K | 0.36% | 28 |
|