Accel Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,102
| Closed | -$158K | – | 407 |
|
|
2023
Q1 | $158K | Sell |
3,102
-396
| -11% | -$20.2K | 0.06% | 247 |
|
|
2022
Q4 | $175K | Sell |
3,498
-5,309
| -60% | -$266K | 0.08% | 170 |
|
|
2022
Q3 | $433K | Sell |
8,807
-151
| -2% | -$7.42K | 0.23% | 95 |
|
|
2022
Q2 | $460K | Buy |
8,958
+271
| +3% | +$13.9K | 0.26% | 80 |
|
|
2022
Q1 | $461K | Buy |
8,687
+40
| +0.5% | +$2.12K | 0.24% | 86 |
|
|
2021
Q4 | $493K | Buy |
8,647
+4,029
| +87% | +$230K | 0.24% | 79 |
|
|
2021
Q3 | $262K | Buy |
4,618
+1,091
| +31% | +$61.9K | 0.17% | 108 |
|
|
2021
Q2 | $202K | Buy |
3,527
+514
| +17% | +$29.4K | 0.13% | 144 |
|
|
2021
Q1 | $170K | Buy |
3,013
+512
| +20% | +$28.9K | 0.14% | 155 |
|
|
2020
Q4 | $142K | Buy |
+2,501
| New | +$142K | 0.13% | 162 |
|