Garden State Investment Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5,390
| Closed | -$322K | – | 226 |
|
2023
Q4 | $322K | Sell |
5,390
-1,299
| -19% | -$77.5K | 0.13% | 147 |
|
2023
Q3 | $397K | Sell |
6,689
-2,050
| -23% | -$122K | 0.18% | 111 |
|
2023
Q2 | $519K | Sell |
8,739
-2,380
| -21% | -$141K | 0.2% | 91 |
|
2023
Q1 | $662K | Sell |
11,119
-4,885
| -31% | -$291K | 0.29% | 68 |
|
2022
Q4 | $951K | Buy |
+16,004
| New | +$951K | 0.56% | 38 |
|