Geneos Wealth Management’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 |
-213
| Closed | -$4.25K | – | 2163 |
|
|
2023
Q4 | $4.25K | Buy |
+213
| New | +$4.25K | ﹤0.01% | 1764 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$19K | – | 2219 |
|
|
2022
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1703 |
|
|
2022
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 1799 |
|
|
2021
Q4 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 1886 |
|