CWM
Comprehensive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,045
| Closed | -$919K | – | 35 |
|
|
2023
Q1 | $919K | Buy |
18,045
+9,626
| +114% | +$490K | 0.76% | 15 |
|
|
2022
Q4 | $422K | Buy |
8,419
+245
| +3% | +$12.3K | 0.39% | 24 |
|
|
2022
Q3 | $398K | Buy |
8,174
+788
| +11% | +$38.4K | 0.4% | 21 |
|
|
2022
Q2 | $374K | Buy |
7,386
+3,540
| +92% | +$179K | 0.32% | 22 |
|
|
2022
Q1 | $204K | Buy |
+3,846
| New | +$204K | 0.21% | 33 |
|