OPOWM
One Plus One Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
30,011
+14,423
| +93% | +$290K | 0.33% | 56 |
|
|
2025
Q1 | $313K | Buy |
+15,588
| New | +$313K | 0.17% | 74 |
|
|
2024
Q3 | – | Sell |
-21,885
| Closed | -$439K | – | 92 |
|
|
2024
Q2 | $439K | Sell |
21,885
-1,762
| -7% | -$35.3K | 0.25% | 62 |
|
|
2024
Q1 | $474K | Sell |
23,647
-747
| -3% | -$15K | 0.27% | 66 |
|
|
2023
Q4 | $489K | Buy |
24,394
+425
| +2% | +$8.53K | 0.3% | 57 |
|
|
2023
Q3 | $477K | Sell |
23,969
-250
| -1% | -$4.98K | 0.31% | 53 |
|
|
2023
Q2 | $484K | Buy |
24,219
+10,917
| +82% | +$218K | 0.31% | 53 |
|
|
2023
Q1 | $266K | Buy |
+13,302
| New | +$266K | 0.19% | 71 |
|