OCM
Objective Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,056
| Closed | -$221K | – | 139 |
|
|
2023
Q4 | $221K | Buy |
11,056
+13
| +0.1% | +$259 | 0.17% | 111 |
|
|
2023
Q3 | $214K | Buy |
11,043
+13
| +0.1% | +$252 | 0.19% | 94 |
|
|
2023
Q2 | $218K | Buy |
11,030
+12
| +0.1% | +$237 | 0.19% | 89 |
|
|
2023
Q1 | $219K | Sell |
11,018
-992
| -8% | -$19.7K | 0.2% | 88 |
|
|
2022
Q4 | $237K | Sell |
12,010
-4,090
| -25% | -$80.7K | 0.24% | 81 |
|
|
2022
Q3 | $314K | Sell |
16,100
-5,800
| -26% | -$113K | 0.33% | 64 |
|
|
2022
Q2 | $435K | Sell |
21,900
-13,800
| -39% | -$274K | 0.44% | 54 |
|
|
2022
Q1 | $717K | Sell |
35,700
-1,750
| -5% | -$35.1K | 0.55% | 41 |
|
|
2021
Q4 | $779K | Buy |
+37,450
| New | +$779K | 0.55% | 40 |
|