SWP
ShoreHaven Wealth Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-69,922
| Closed | -$4.16M | – | 78 |
|
|
2022
Q1 | $4.16M | Sell |
69,922
-44,759
| -39% | -$2.66M | 2.2% | 15 |
|
|
2021
Q4 | $6.86M | Sell |
114,681
-690
| -0.6% | -$41.3K | 3.4% | 10 |
|
|
2021
Q3 | $6.92M | Buy |
115,371
+15,481
| +15% | +$928K | 3.6% | 10 |
|
|
2021
Q2 | $5.99M | Buy |
99,890
+7,912
| +9% | +$474K | 3.22% | 10 |
|
|
2021
Q1 | $5.52M | Buy |
91,978
+2,569
| +3% | +$154K | 2.99% | 11 |
|
|
2020
Q4 | $5.37M | Buy |
+89,409
| New | +$5.37M | 3% | 11 |
|