Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,467
| Closed | -$88K | – | 385 |
|
|
2019
Q1 | $88K | Buy |
+1,467
| New | +$88K | 0.03% | 247 |
|
|
2018
Q3 | – | Sell |
-1,455
| Closed | -$87K | – | 426 |
|
|
2018
Q2 | $87K | Buy |
+1,455
| New | +$87K | 0.04% | 264 |
|
|
2018
Q1 | – | Sell |
-1,450
| Closed | -$87K | – | 425 |
|
|
2017
Q4 | $87K | Buy |
+1,450
| New | +$87K | 0.04% | 296 |
|