MTWM
Masso Torrence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,703
| Closed | -$248K | – | 94 |
|
|
2022
Q3 | $248K | Sell |
12,703
-102
| -0.8% | -$1.99K | 0.22% | 68 |
|
|
2022
Q2 | $254K | Buy |
+12,805
| New | +$254K | 0.22% | 69 |
|
|
2022
Q1 | – | Sell |
-8,033
| Closed | -$167K | – | 178 |
|
|
2021
Q4 | $167K | Buy |
+8,033
| New | +$167K | 0.12% | 96 |
|