GWA
GGM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,625
| Closed | -$249K | – | 142 |
|
|
2023
Q2 | $249K | Sell |
12,625
-110
| -0.9% | -$2.17K | 0.1% | 125 |
|
|
2023
Q1 | $253K | Hold |
12,735
| – | – | 0.14% | 55 |
|
|
2022
Q4 | $253K | Sell |
12,735
-4,794
| -27% | -$95.2K | 0.13% | 111 |
|
|
2022
Q3 | $340K | Hold |
17,529
| – | – | 0.18% | 92 |
|
|
2022
Q2 | $350K | Hold |
17,529
| – | – | 0.2% | 90 |
|
|
2022
Q1 | $348K | Hold |
17,529
| – | – | 0.17% | 101 |
|
|
2021
Q4 | $364K | Buy |
17,529
+5,750
| +49% | +$119K | 0.29% | 66 |
|
|
2021
Q3 | $245K | Buy |
+11,779
| New | +$245K | 0.19% | 82 |
|