Walkner Condon Financial Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $207K | Sell |
|
|||||
|
2023
Q2 | $234K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $444K | Sell |
|
|||||
|
2022
Q1 | $615K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $634K | Buy |
|
|||||
|
2021
Q1 | $553K | Buy |
|
|||||
|
2020
Q4 | $468K | Buy |
|
|||||
|
2020
Q3 | $356K | Sell |
|
|||||
|
2020
Q2 | $485K | Buy |
|