Patriot Financial Group Insurance Agency’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-25
| Closed | -$2K | – | 1098 |
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 856 |
|
2018
Q2 | $1K | Sell |
25
-321
| -93% | -$12.8K | ﹤0.01% | 553 |
|
2018
Q1 | $21K | Buy |
+346
| New | +$21K | 0.02% | 459 |
|
2017
Q3 | – | Sell |
-317
| Closed | -$19K | – | 927 |
|
2017
Q2 | $19K | Hold |
317
| – | – | 0.02% | 395 |
|
2017
Q1 | $19K | Buy |
+317
| New | +$19K | 0.02% | 362 |
|