Atlas Private Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,852
| Closed | -$1.08M | – | 120 |
|
|
2023
Q3 | $1.08M | Sell |
23,852
-1,432
| -6% | -$64.5K | 0.58% | 62 |
|
|
2023
Q2 | $1.19M | Sell |
25,284
-635
| -2% | -$29.9K | 0.63% | 60 |
|
|
2023
Q1 | $1.22M | Sell |
25,919
-141
| -0.5% | -$6.61K | 0.73% | 46 |
|
|
2022
Q4 | $1.21M | Buy |
26,060
+1,580
| +6% | +$73.1K | 0.56% | 41 |
|
|
2022
Q3 | $1.11M | Buy |
24,480
+6
| +0% | +$272 | 0.8% | 40 |
|
|
2022
Q2 | $1.16M | Buy |
24,474
+1,317
| +6% | +$62.6K | 0.79% | 39 |
|
|
2022
Q1 | $1.19M | Buy |
23,157
+38
| +0.2% | +$1.95K | 0.69% | 48 |
|
|
2021
Q4 | $1.3M | Sell |
23,119
-4,452
| -16% | -$250K | 0.72% | 43 |
|
|
2021
Q3 | $1.54M | Buy |
27,571
+626
| +2% | +$34.9K | 0.94% | 35 |
|
|
2021
Q2 | $1.52M | Buy |
26,945
+1,295
| +5% | +$72.8K | 0.93% | 35 |
|
|
2021
Q1 | $1.4M | Buy |
25,650
+4,390
| +21% | +$239K | 0.89% | 33 |
|
|
2020
Q4 | $1.14M | Buy |
21,260
+3,860
| +22% | +$207K | 0.81% | 39 |
|
|
2020
Q3 | $900K | Buy |
17,400
+6,000
| +53% | +$310K | 0.7% | 44 |
|
|
2020
Q2 | $579K | Hold |
11,400
| – | – | 0.47% | 64 |
|
|
2020
Q1 | $560K | Hold |
11,400
| – | – | 0.52% | 54 |
|
|
2019
Q4 | $608K | Buy |
+11,400
| New | +$608K | 0.47% | 64 |
|