TRUE Private Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,752
| Closed | -$105K | – | 414 |
|
|
2020
Q4 | $105K | Hold |
1,752
| – | – | 0.02% | 267 |
|
|
2020
Q3 | $105K | Hold |
1,752
| – | – | 0.02% | 241 |
|
|
2020
Q2 | $105K | Buy |
1,752
+1
| +0.1% | +$60 | 0.02% | 230 |
|
|
2020
Q1 | $103K | Hold |
1,751
| – | – | 0.02% | 202 |
|
|
2019
Q4 | $105K | Buy |
+1,751
| New | +$105K | 0.02% | 281 |
|
|
2019
Q3 | – | Sell |
-1,751
| Closed | -$105K | – | 412 |
|
|
2019
Q2 | $105K | Buy |
+1,751
| New | +$105K | 0.02% | 254 |
|
|
2018
Q4 | – | Sell |
-1,750
| Closed | -$105K | – | 500 |
|
|
2018
Q3 | $105K | Buy |
+1,750
| New | +$105K | 0.01% | 350 |
|