Ogorek Anthony Joseph’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-324,387
| Closed | -$6.47M | – | 278 |
|
|
2023
Q4 | $6.47M | Sell |
324,387
-35,325
| -10% | -$705K | 2.35% | 13 |
|
|
2023
Q3 | $6.97M | Sell |
359,712
-22,439
| -6% | -$435K | 2.75% | 11 |
|
|
2023
Q2 | $7.54M | Sell |
382,151
-755
| -0.2% | -$14.9K | 2.89% | 10 |
|
|
2023
Q1 | $7.61M | Sell |
382,906
-301
| -0.1% | -$5.98K | 3.11% | 10 |
|
|
2022
Q4 | $7.56M | Buy |
+383,207
| New | +$7.56M | 3.29% | 9 |
|