Hochman Cole Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.92M | Sell |
48,743
-10,947
| -18% | -$656K | 1.14% | 23 |
|
|
2021
Q2 | $3.58M | Sell |
59,690
-13,161
| -18% | -$789K | 1.43% | 22 |
|
|
2021
Q1 | $4.37M | Sell |
72,851
-16,822
| -19% | -$1.01M | 1.83% | 15 |
|
|
2020
Q4 | $5.38M | Buy |
89,673
+12,086
| +16% | +$726K | 2.32% | 13 |
|
|
2020
Q3 | $4.66M | Buy |
77,587
+8,150
| +12% | +$489K | 2.29% | 12 |
|
|
2020
Q2 | $4.17M | Buy |
69,437
+48,844
| +237% | +$2.93M | 2.3% | 11 |
|
|
2020
Q1 | $1.22M | Sell |
20,593
-2,745
| -12% | -$162K | 0.83% | 30 |
|
|
2019
Q4 | $1.4M | Sell |
23,338
-2,228
| -9% | -$134K | 0.76% | 30 |
|
|
2019
Q3 | $1.54M | Sell |
25,566
-21
| -0.1% | -$1.26K | 0.96% | 27 |
|
|
2019
Q2 | $1.54M | Sell |
25,587
-416
| -2% | -$25K | 0.92% | 29 |
|
|
2019
Q1 | $1.56M | Sell |
26,003
-916
| -3% | -$55K | 0.93% | 28 |
|
|
2018
Q4 | $1.61M | Buy |
26,919
+4,422
| +20% | +$265K | 1.11% | 27 |
|
|
2018
Q3 | $1.35M | Buy |
22,497
+500
| +2% | +$30K | 0.84% | 29 |
|
|
2018
Q2 | $1.32M | Sell |
21,997
-3,466
| -14% | -$208K | 0.87% | 30 |
|
|
2018
Q1 | $1.53M | Sell |
25,463
-1,067
| -4% | -$64K | 1.07% | 28 |
|
|
2017
Q4 | $1.59M | Buy |
26,530
+6,115
| +30% | +$367K | 1% | 29 |
|
|
2017
Q3 | $1.23M | Buy |
20,415
+3,037
| +17% | +$182K | 0.8% | 37 |
|
|
2017
Q2 | $1.04M | Buy |
17,378
+5,407
| +45% | +$325K | 0.72% | 36 |
|
|
2017
Q1 | $718K | Buy |
+11,971
| New | +$718K | 0.52% | 44 |
|