OPOWM
One Plus One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
39,108
+5,023
| +15% | +$100K | 0.42% | 48 |
|
|
2025
Q1 | $677K | Buy |
34,085
+109
| +0.3% | +$2.17K | 0.37% | 54 |
|
|
2024
Q4 | $674K | Sell |
33,976
-600
| -2% | -$11.9K | 0.4% | 51 |
|
|
2024
Q3 | $692K | Sell |
34,576
-1,537
| -4% | -$30.8K | 0.41% | 51 |
|
|
2024
Q2 | $714K | Sell |
36,113
-467
| -1% | -$9.23K | 0.41% | 48 |
|
|
2024
Q1 | $726K | Hold |
36,580
| – | – | 0.42% | 50 |
|
|
2023
Q4 | $730K | Hold |
36,580
| – | – | 0.44% | 48 |
|
|
2023
Q3 | $709K | Sell |
36,580
-506
| -1% | -$9.81K | 0.46% | 45 |
|
|
2023
Q2 | $732K | Buy |
37,086
+17,991
| +94% | +$355K | 0.47% | 44 |
|
|
2023
Q1 | $380K | Buy |
19,095
+2,901
| +18% | +$57.7K | 0.27% | 56 |
|
|
2022
Q4 | $320K | Buy |
+16,194
| New | +$320K | 0.22% | 71 |
|