Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-3,502
| Closed | -$70K | – | 775 |
|
|
2024
Q3 | $70K | Hold |
3,502
| – | – | 0.02% | 427 |
|
|
2024
Q2 | $69K | Sell |
3,502
-1,000
| -22% | -$19.7K | 0.02% | 423 |
|
|
2024
Q1 | $89.3K | Buy |
4,502
+599
| +15% | +$11.9K | 0.03% | 366 |
|
|
2023
Q4 | $77K | Hold |
3,903
| – | – | 0.03% | 382 |
|
|
2023
Q3 | $75.7K | Buy |
+3,903
| New | +$75.7K | 0.03% | 371 |
|
|
2023
Q1 | $66K | Buy |
+3,303
| New | +$66K | 0.03% | 385 |
|