Stratos Wealth Advisors’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
Q1 | – | Sell |
-17,239
| Closed | -$348K | – | 539 |
|
|
2021
Q4 | $348K | Hold |
17,239
| – | – | 0.03% | 440 |
|
|
2021
Q3 | $348K | Sell |
17,239
-5,169
| -23% | -$104K | 0.03% | 409 |
|
|
2021
Q2 | $452K | Sell |
22,408
-3,446
| -13% | -$69.5K | 0.04% | 372 |
|
|
2021
Q1 | $522K | Buy |
25,854
+7,035
| +37% | +$142K | 0.06% | 305 |
|
|
2020
Q4 | $380K | Buy |
+18,819
| New | +$380K | 0.05% | 282 |
|