BerganKDV Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $821K | Sell |
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|
2023
Q1 | $831K | Buy |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $787K | Sell |
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|
2022
Q2 | $846K | Sell |
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|
2022
Q1 | $923K | Buy |
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|
2021
Q4 | $944K | Buy |
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|
2021
Q3 | $777K | Buy |
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|
2021
Q2 | $697K | Sell |
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|
2021
Q1 | $707K | Buy |
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|
2020
Q4 | $662K | Buy |
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|
2020
Q3 | $631K | Buy |
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|
2020
Q2 | $603K | Buy |
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|
2020
Q1 | $525K | Sell |
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|
2019
Q4 | $564K | Buy |
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|
2019
Q3 | $508K | Sell |
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|
2019
Q2 | $505K | Buy |
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|
2019
Q1 | $362K | Buy |
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|
2018
Q4 | $235K | Sell |
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|
2018
Q3 | $511K | Sell |
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|
2018
Q2 | $681K | Buy |
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|
2018
Q1 | $599K | Buy |
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|
2017
Q4 | $490K | Buy |
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|
2017
Q3 | $463K | Hold |
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|
2017
Q2 | $459K | Buy |
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|
2017
Q1 | $448K | Buy |
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|
2016
Q4 | $406K | Sell |
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|
2016
Q3 | $653K | Buy |
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|
2016
Q2 | $210K | Buy |
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