WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $756K | Buy |
12,641
+207
| +2% | +$12.4K | 0.24% | 61 |
|
|
2024
Q3 | $744K | Sell |
12,434
-418
| -3% | -$25K | 0.21% | 78 |
|
|
2024
Q2 | $766K | Sell |
12,852
-2,251
| -15% | -$134K | 0.23% | 62 |
|
|
2024
Q1 | $900K | Sell |
15,103
-467
| -3% | -$27.8K | 0.28% | 52 |
|
|
2023
Q4 | $929K | Sell |
15,570
-153
| -1% | -$9.13K | 0.35% | 54 |
|
|
2023
Q3 | $934K | Buy |
15,723
+246
| +2% | +$14.6K | 0.36% | 48 |
|
|
2023
Q2 | $920K | Sell |
15,477
-19,695
| -56% | -$1.17M | 0.36% | 49 |
|
|
2023
Q1 | $2.09M | Buy |
35,172
+21,594
| +159% | +$1.29M | 0.9% | 25 |
|
|
2022
Q4 | $807K | Buy |
+13,578
| New | +$807K | 0.5% | 38 |
|