Patriot Financial Group Insurance Agency’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-865
| Closed | -$17K | – | 2072 |
|
|
2022
Q1 | $17K | Hold |
865
| – | – | ﹤0.01% | 1150 |
|
|
2021
Q4 | $17K | Hold |
865
| – | – | ﹤0.01% | 1283 |
|
|
2021
Q3 | $17K | Sell |
865
-587
| -40% | -$11.5K | ﹤0.01% | 1287 |
|
|
2021
Q2 | $29K | Hold |
1,452
| – | – | 0.01% | 1030 |
|
|
2021
Q1 | $29K | Buy |
1,452
+120
| +9% | +$2.4K | 0.01% | 963 |
|
|
2020
Q4 | $27K | Sell |
1,332
-273
| -17% | -$5.53K | 0.01% | 883 |
|
|
2020
Q3 | $32K | Buy |
1,605
+78
| +5% | +$1.56K | 0.01% | 648 |
|
|
2020
Q2 | $31K | Buy |
+1,527
| New | +$31K | 0.01% | 626 |
|