Total Clarity Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,500
| Closed | -$149K | – | 484 |
|
|
2022
Q2 | $149K | Buy |
+7,500
| New | +$149K | 0.08% | 253 |
|
|
2022
Q1 | – | Sell |
-7,500
| Closed | -$156K | – | 454 |
|
|
2021
Q4 | $156K | Hold |
7,500
| – | – | 0.07% | 251 |
|
|
2021
Q3 | $157K | Buy |
+7,500
| New | +$157K | 0.07% | 245 |
|
|
2021
Q2 | – | Sell |
-11,000
| Closed | -$229K | – | 374 |
|
|
2021
Q1 | $229K | Hold |
11,000
| – | – | 0.13% | 162 |
|
|
2020
Q4 | $229K | Hold |
11,000
| – | – | 0.16% | 137 |
|
|
2020
Q3 | $227K | Sell |
11,000
-500
| -4% | -$10.3K | 0.2% | 112 |
|
|
2020
Q2 | $236K | Buy |
+11,500
| New | +$236K | 0.22% | 109 |
|
|
2020
Q1 | – | Sell |
-9,500
| Closed | -$194K | – | 262 |
|
|
2019
Q4 | $194K | Buy |
+9,500
| New | +$194K | 0.15% | 124 |
|