CWP
Core Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
25,630
-11,415
| -31% | -$227K | 0.26% | 84 |
|
|
2025
Q1 | $736K | Sell |
37,045
-26,182
| -41% | -$520K | 0.43% | 58 |
|
|
2024
Q4 | $1.25M | Buy |
63,227
+4,370
| +7% | +$86.7K | 0.72% | 35 |
|
|
2024
Q3 | $1.18M | Buy |
58,857
+34,642
| +143% | +$693K | 0.71% | 34 |
|
|
2024
Q2 | $479K | Buy |
24,215
+1,880
| +8% | +$37.2K | 0.33% | 69 |
|
|
2024
Q1 | $443K | Buy |
+22,335
| New | +$443K | 0.33% | 63 |
|