WR Wealth Planners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,682	Closed	-$152K	–	518
2022 Q3	$152K	Sell	7,682 -552	-7%	-$10.9K	0.11%	110
2022 Q2	$164K	Buy	+8,234	New	+$164K	0.11%	107