APWA
Atlas Private Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.28M | Sell |
65,860
-9,655
| -13% | -$481K | 0.42% | 42 |
|
2025
Q1 | $3.81M | Sell |
75,515
-20,692
| -22% | -$1.04M | 0.53% | 38 |
|
2024
Q4 | $4.91M | Buy |
96,207
+3,363
| +4% | +$172K | 0.7% | 24 |
|
2024
Q3 | $4.82M | Sell |
92,844
-672
| -0.7% | -$34.9K | 0.7% | 23 |
|
2024
Q2 | $4.77M | Buy |
93,516
+44,716
| +92% | +$2.28M | 0.78% | 22 |
|
2024
Q1 | $2.51M | Sell |
48,800
-49,043
| -50% | -$2.52M | 0.84% | 21 |
|
2023
Q4 | $5.05M | Sell |
97,843
-5,104
| -5% | -$264K | 0.94% | 18 |
|
2023
Q3 | $5.03M | Buy |
102,947
+37,070
| +56% | +$1.81M | 0.95% | 19 |
|
2023
Q2 | $3.34M | Buy |
65,877
+34,500
| +110% | +$1.75M | 0.68% | 21 |
|
2023
Q1 | $1.6M | Buy |
31,377
+4,164
| +15% | +$212K | 0.74% | 22 |
|
2022
Q4 | $1.36M | Sell |
27,213
-1,559
| -5% | -$78.1K | 0.73% | 27 |
|
2022
Q3 | $1.4M | Buy |
28,772
+449
| +2% | +$21.9K | 0.84% | 26 |
|
2022
Q2 | $1.43M | Sell |
28,323
-4,235
| -13% | -$214K | 0.86% | 25 |
|
2022
Q1 | $1.73M | Sell |
32,558
-3,886
| -11% | -$206K | 0.77% | 29 |
|
2021
Q4 | $2.08M | Sell |
36,444
-9,993
| -22% | -$570K | 0.96% | 30 |
|
2021
Q3 | $2.64M | Sell |
46,437
-4,456
| -9% | -$253K | 1.38% | 14 |
|
2021
Q2 | $2.92M | Sell |
50,893
-3,786
| -7% | -$217K | 1.58% | 14 |
|
2021
Q1 | $3.09M | Sell |
54,679
-22,918
| -30% | -$1.29M | 1.72% | 13 |
|
2020
Q4 | $4.4M | Buy |
77,597
+2,352
| +3% | +$133K | 2.95% | 8 |
|
2020
Q3 | $4.18M | Sell |
75,245
-1,771
| -2% | -$98.5K | 3.49% | 7 |
|
2020
Q2 | $4.24M | Buy |
+77,016
| New | +$4.24M | 3.77% | 3 |
|