National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,440
| Closed | -$205K | – | 143 |
|
|
2023
Q1 | $205K | Sell |
3,440
-307
| -8% | -$18.3K | 0.23% | 125 |
|
|
2022
Q4 | $223K | Hold |
3,747
| – | – | 0.27% | 119 |
|
|
2022
Q3 | $222K | Sell |
3,747
-515
| -12% | -$30.6K | 0.29% | 109 |
|
|
2022
Q2 | $253K | Sell |
4,262
-11,534
| -73% | -$685K | 0.32% | 84 |
|
|
2022
Q1 | $940K | Buy |
15,796
+8,348
| +112% | +$497K | 0.91% | 34 |
|
|
2021
Q4 | $445K | Buy |
+7,448
| New | +$445K | 0.42% | 70 |
|