EWM
Echo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,704
| Closed | -$343K | – | 46 |
|
|
2022
Q2 | $343K | Sell |
6,704
-10,050
| -60% | -$514K | 0.46% | 32 |
|
|
2022
Q1 | $875K | Sell |
16,754
-4,815
| -22% | -$251K | 1.03% | 21 |
|
|
2021
Q4 | $1.22M | Buy |
21,569
+1,816
| +9% | +$103K | 1.39% | 21 |
|
|
2021
Q3 | $1.12M | Buy |
19,753
+2,253
| +13% | +$128K | 1.33% | 20 |
|
|
2021
Q2 | $1.01M | Sell |
17,500
-384
| -2% | -$22.1K | 1.29% | 22 |
|
|
2021
Q1 | $1.01M | Sell |
17,884
-2,974
| -14% | -$168K | 1.27% | 22 |
|
|
2020
Q4 | $1.18M | Buy |
+20,858
| New | +$1.18M | 1.55% | 18 |
|