TW
FMY
Transform Wealth’s First Trust Mortgage Income Fund FMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $282K | Hold |
23,100
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $279K | Buy |
+23,100
| New | +$279K | 0.02% | 221 |
|
|
2024
Q1 | – | Sell |
-11,600
| Closed | -$142K | – | 229 |
|
|
2023
Q4 | $142K | Hold |
11,600
| – | – | 0.01% | 233 |
|
|
2023
Q3 | $130K | Buy |
+11,600
| New | +$130K | 0.01% | 233 |
|