Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-350
| Closed | -$17K | – | 634 |
|
|
2022
Q3 | $17K | Sell |
350
-160
| -31% | -$7.77K | 0.01% | 274 |
|
|
2022
Q2 | $26K | Sell |
510
-630
| -55% | -$32.1K | 0.02% | 246 |
|
|
2022
Q1 | $60K | Sell |
1,140
-2,087
| -65% | -$110K | 0.04% | 182 |
|
|
2021
Q4 | $184K | Buy |
3,227
+2,907
| +908% | +$166K | 0.11% | 111 |
|
|
2021
Q3 | $18K | Buy |
+320
| New | +$18K | 0.01% | 350 |
|