Econ Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,675
| Closed | -$373K | – | 90 |
|
|
2023
Q4 | $373K | Sell |
18,675
-1,758
| -9% | -$35.1K | 0.26% | 64 |
|
|
2023
Q3 | $396K | Sell |
20,433
-31,486
| -61% | -$610K | 0.29% | 63 |
|
|
2023
Q2 | $1.02M | Buy |
51,919
+361
| +0.7% | +$7.13K | 0.72% | 54 |
|
|
2023
Q1 | $1.02M | Sell |
51,558
-11,750
| -19% | -$234K | 0.78% | 55 |
|
|
2022
Q4 | $1.25M | Buy |
63,308
+52,828
| +504% | +$1.04M | 1.27% | 31 |
|
|
2022
Q3 | $204K | Buy |
+10,480
| New | +$204K | 0.17% | 72 |
|
|
2022
Q2 | – | Sell |
-9,378
| Closed | -$188K | – | 105 |
|
|
2022
Q1 | $188K | Buy |
+9,378
| New | +$188K | 0.14% | 64 |
|