HBW Advisory Services’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,503
| Closed | -$211K | – | 348 |
|
|
2024
Q1 | $211K | Hold |
10,503
| – | – | 0.04% | 282 |
|
|
2023
Q4 | $211K | Sell |
10,503
-1,589
| -13% | -$31.9K | 0.04% | 282 |
|
|
2023
Q3 | $241K | Buy |
+12,092
| New | +$241K | 0.05% | 240 |
|
|
2022
Q4 | – | Sell |
-18,702
| Closed | -$371K | – | 261 |
|
|
2022
Q3 | $371K | Buy |
+18,702
| New | +$371K | 0.1% | 172 |
|