HWM
Howard Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-27,941
| Closed | -$1.66M | – | 115 |
|
|
2022
Q3 | $1.66M | Sell |
27,941
-4,605
| -14% | -$273K | 1.17% | 23 |
|
|
2022
Q2 | $1.93M | Sell |
32,546
-4,490
| -12% | -$267K | 2.05% | 15 |
|
|
2022
Q1 | $2.2M | Sell |
37,036
-2,440
| -6% | -$145K | 1.2% | 21 |
|
|
2021
Q4 | $2.36M | Sell |
39,476
-3,360
| -8% | -$201K | 1.25% | 20 |
|
|
2021
Q3 | $2.57M | Sell |
42,836
-4,735
| -10% | -$284K | 1.43% | 17 |
|
|
2021
Q2 | $2.85M | Sell |
47,571
-755
| -2% | -$45.2K | 1.57% | 16 |
|
|
2021
Q1 | $2.9M | Sell |
48,326
-2,169
| -4% | -$130K | 1.69% | 16 |
|
|
2020
Q4 | $3.03M | Sell |
50,495
-2,047
| -4% | -$123K | 1.89% | 12 |
|
|
2020
Q3 | $3.15M | Sell |
52,542
-138
| -0.3% | -$8.28K | 2.25% | 11 |
|
|
2020
Q2 | $3.16M | Sell |
52,680
-1,340
| -2% | -$80.4K | 2.58% | 11 |
|
|
2020
Q1 | $3.19M | Buy |
+54,020
| New | +$3.19M | 3.35% | 8 |
|