LWA
LWS Wealth Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.25M | Sell |
62,682
-6,134
| -9% | -$122K | 0.47% | 30 |
|
|
2023
Q3 | $1.33M | Sell |
68,816
-5,526
| -7% | -$107K | 0.58% | 31 |
|
|
2023
Q2 | $1.47M | Sell |
74,342
-509,441
| -87% | -$10.1M | 0.62% | 28 |
|
|
2023
Q1 | $11.6M | Sell |
583,783
-534,725
| -48% | -$10.6M | 4.76% | 6 |
|
|
2022
Q4 | $22.1M | Sell |
1,118,508
-406,270
| -27% | -$8.02M | 9.25% | 1 |
|
|
2022
Q3 | $29.7M | Buy |
+1,524,778
| New | +$29.7M | 11.38% | 1 |
|