Kingsview Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,470
| Closed | -$328K | – | 972 |
|
|
2023
Q3 | $328K | Hold |
16,470
| – | – | 0.01% | 727 |
|
|
2023
Q2 | $329K | Hold |
16,470
| – | – | 0.01% | 717 |
|
|
2023
Q1 | $329K | Hold |
16,470
| – | – | 0.01% | 685 |
|
|
2022
Q4 | $329K | Sell |
16,470
-14,865
| -47% | -$297K | 0.01% | 633 |
|
|
2022
Q3 | $621K | Buy |
31,335
+14,865
| +90% | +$295K | 0.03% | 449 |
|
|
2022
Q2 | $329K | Sell |
16,470
-9,280
| -36% | -$185K | 0.02% | 636 |
|
|
2022
Q1 | $514K | Hold |
25,750
| – | – | 0.02% | 565 |
|
|
2021
Q4 | $519K | Hold |
25,750
| – | – | 0.02% | 557 |
|
|
2021
Q3 | $519K | Buy |
+25,750
| New | +$519K | 0.02% | 535 |
|