Bison Wealth’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
Q4 | $238K | Sell |
4,673
-180
| -4% | -$9.18K | 0.05% | 264 |
|
|
2024
Q3 | $252K | Sell |
4,853
-141
| -3% | -$7.33K | 0.04% | 354 |
|
|
2024
Q2 | $256K | Hold |
4,994
| – | – | 0.04% | 354 |
|
|
2024
Q1 | $256K | Sell |
4,994
-271
| -5% | -$13.9K | 0.04% | 354 |
|
|
2023
Q4 | $272K | Sell |
5,265
-5,846
| -53% | -$302K | 0.05% | 333 |
|
|
2023
Q3 | $543K | Buy |
11,111
+29
| +0.3% | +$1.42K | 0.11% | 201 |
|
|
2023
Q2 | $562K | Buy |
+11,082
| New | +$562K | 0.1% | 195 |
|