Impact Partnership Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-18,108
| Closed | -$1.08M | – | 307 |
|
2024
Q3 | $1.08M | Buy |
+18,108
| New | +$1.08M | 0.24% | 47 |
|
2024
Q2 | – | Sell |
-339
| Closed | -$20.2K | – | 395 |
|
2024
Q1 | $20.2K | Buy |
339
+145
| +75% | +$8.65K | 0.01% | 386 |
|
2023
Q4 | $11.6K | Hold |
194
| – | – | ﹤0.01% | 484 |
|
2023
Q3 | $11.5K | Sell |
194
-310
| -62% | -$18.4K | ﹤0.01% | 570 |
|
2023
Q2 | $29.9K | Buy |
+504
| New | +$29.9K | 0.01% | 300 |
|