BT Wealth Management’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
Q4 | – | Sell |
-4,052
| Closed | -$225K | – | 64 |
|
|
2020
Q3 | $225K | Buy |
4,052
+162
| +4% | +$9K | 0.1% | 53 |
|
|
2020
Q2 | $214K | Sell |
3,890
-1,650
| -30% | -$90.8K | 0.11% | 51 |
|
|
2020
Q1 | $300K | Sell |
5,540
-2,740
| -33% | -$148K | 0.17% | 40 |
|
|
2019
Q4 | $460K | Hold |
8,280
| – | – | 0.23% | 39 |
|
|
2019
Q3 | $460K | Buy |
+8,280
| New | +$460K | 0.26% | 37 |
|