Apollon Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5,109
| Closed | -$261K | – | 1148 |
|
2024
Q2 | $261K | Sell |
5,109
-1,873
| -27% | -$95.6K | 0.01% | 912 |
|
2024
Q1 | $359K | Sell |
6,982
-1,681
| -19% | -$86.3K | 0.01% | 808 |
|
2023
Q4 | $448K | Sell |
8,663
-724
| -8% | -$37.4K | 0.02% | 693 |
|
2023
Q3 | $459K | Sell |
9,387
-220
| -2% | -$10.8K | 0.02% | 570 |
|
2023
Q2 | $487K | Sell |
9,607
-868
| -8% | -$44K | 0.02% | 597 |
|
2023
Q1 | $534K | Sell |
10,475
-2,770
| -21% | -$141K | 0.03% | 520 |
|
2022
Q4 | $664K | Sell |
13,245
-8,189
| -38% | -$410K | 0.05% | 416 |
|
2022
Q3 | $1.04M | Sell |
21,434
-11,525
| -35% | -$561K | 0.09% | 235 |
|
2022
Q2 | $1.67M | Buy |
+32,959
| New | +$1.67M | 0.14% | 162 |
|