SWM
Strategic Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.16M | Sell |
69,562
-99,208
| -59% | -$5.93M | 2.06% | 14 |
|
|
2021
Q3 | $10.1M | Buy |
168,770
+23,196
| +16% | +$1.39M | 5.26% | 3 |
|
|
2021
Q2 | $8.73M | Sell |
145,574
-114,757
| -44% | -$6.88M | 4.71% | 3 |
|
|
2021
Q1 | $15.6M | Buy |
260,331
+7,329
| +3% | +$440K | 9.37% | 1 |
|
|
2020
Q4 | $15.2M | Buy |
253,002
+169,120
| +202% | +$10.2M | 9.33% | 1 |
|
|
2020
Q3 | $5.03M | Buy |
83,882
+735
| +0.9% | +$44.1K | 3.76% | 5 |
|
|
2020
Q2 | $4.99M | Buy |
+83,147
| New | +$4.99M | 4.62% | 4 |
|