Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $215K | Buy |
4,418
+5
| +0.1% | +$243 | 0.02% | 194 |
|
|
2022
Q2 | $223K | Sell |
4,413
-4,463
| -50% | -$226K | 0.02% | 195 |
|
|
2022
Q1 | $471K | Sell |
8,876
-3,744
| -30% | -$199K | 0.03% | 158 |
|
|
2021
Q4 | $719K | Buy |
12,620
+279
| +2% | +$15.9K | 0.05% | 123 |
|
|
2021
Q3 | $701K | Buy |
12,341
+603
| +5% | +$34.3K | 0.06% | 123 |
|
|
2021
Q2 | $672K | Buy |
11,738
+4
| +0% | +$229 | 0.06% | 124 |
|
|
2021
Q1 | $662K | Buy |
11,734
+319
| +3% | +$18K | 0.06% | 124 |
|
|
2020
Q4 | $648K | Buy |
11,415
+2,107
| +23% | +$120K | 0.07% | 121 |
|
|
2020
Q3 | $518K | Buy |
9,308
+592
| +7% | +$32.9K | 0.06% | 125 |
|
|
2020
Q2 | $479K | Buy |
8,716
+1
| +0% | +$55 | 0.06% | 118 |
|
|
2020
Q1 | $471K | Buy |
8,715
+3,385
| +64% | +$183K | 0.07% | 110 |
|
|
2019
Q4 | $296K | Buy |
+5,330
| New | +$296K | 0.04% | 164 |
|