Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Sell |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $2M | Sell |
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|
2024
Q1 | $3.57M | Sell |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.86M | Sell |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $1.89M | Buy |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $1.47M | Sell |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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|
2020
Q1 | $729K | Buy |
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|
2019
Q4 | $305K | Buy |
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