Caliber Wealth Management (Utah)’s First Trust Municipal High Income ETF FMHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,998
| Closed | -$772K | – | 88 |
|
|
2022
Q3 | $772K | Buy |
16,998
+199
| +1% | +$9.04K | 0.61% | 52 |
|
|
2022
Q2 | $798K | Buy |
16,799
+1,844
| +12% | +$87.6K | 0.62% | 51 |
|
|
2022
Q1 | $766K | Sell |
14,955
-11,609
| -44% | -$595K | 0.49% | 53 |
|
|
2021
Q4 | $1.48M | Buy |
26,564
+19,116
| +257% | +$1.06M | 1.02% | 46 |
|
|
2021
Q3 | $415K | Sell |
7,448
-121
| -2% | -$6.74K | 0.29% | 67 |
|
|
2021
Q2 | $426K | Buy |
+7,569
| New | +$426K | 0.3% | 68 |
|