CWM
Collaborative Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,312
| Closed | -$221K | – | 174 |
|
|
2024
Q1 | $221K | Sell |
4,312
-4,567
| -51% | -$235K | 0.11% | 148 |
|
|
2023
Q4 | $459K | Hold |
8,879
| – | – | 0.25% | 87 |
|
|
2023
Q3 | $434K | Sell |
8,879
-932
| -9% | -$45.6K | 0.26% | 87 |
|
|
2023
Q2 | $497K | Buy |
9,811
+1,188
| +14% | +$60.2K | 0.3% | 80 |
|
|
2023
Q1 | $439K | Sell |
8,623
-29
| -0.3% | -$1.48K | 0.28% | 94 |
|
|
2022
Q4 | $434K | Sell |
8,652
-431
| -5% | -$21.6K | 0.28% | 92 |
|
|
2022
Q3 | $443K | Buy |
9,083
+240
| +3% | +$11.7K | 0.31% | 86 |
|
|
2022
Q2 | $448K | Buy |
+8,843
| New | +$448K | 0.29% | 95 |
|
|
2021
Q4 | $420K | Buy |
+7,374
| New | +$420K | 0.23% | 127 |
|
|
2021
Q1 | $453K | Buy |
+8,539
| New | +$453K | 0.26% | 118 |
|