Brendel Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,363
| Closed | -$405K | – | 78 |
|
|
2020
Q2 | $405K | Hold |
7,363
| – | – | 0.35% | 63 |
|
|
2020
Q1 | $398K | Hold |
7,363
| – | – | 0.47% | 51 |
|
|
2019
Q4 | $409K | Hold |
7,363
| – | – | 0.35% | 66 |
|
|
2019
Q3 | $409K | Hold |
7,363
| – | – | 0.37% | 63 |
|
|
2019
Q2 | $403K | Hold |
7,363
| – | – | 0.39% | 59 |
|
|
2019
Q1 | $396K | Sell |
7,363
-575
| -7% | -$30.9K | 0.36% | 60 |
|
|
2018
Q4 | $418K | Buy |
+7,938
| New | +$418K | 0.48% | 56 |
|