EWM
Echo Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,248
| Closed | -$366K | – | 45 |
|
|
2022
Q3 | $366K | Sell |
8,248
-3,174
| -28% | -$141K | 0.48% | 28 |
|
|
2022
Q2 | $550K | Sell |
11,422
-3,322
| -23% | -$160K | 0.74% | 25 |
|
|
2022
Q1 | $737K | Buy |
14,744
+1,074
| +8% | +$53.7K | 0.87% | 22 |
|
|
2021
Q4 | $763K | Buy |
13,670
+2,099
| +18% | +$117K | 0.87% | 25 |
|
|
2021
Q3 | $645K | Sell |
11,571
-1,023
| -8% | -$57K | 0.76% | 26 |
|
|
2021
Q2 | $714K | Buy |
12,594
+2,147
| +21% | +$122K | 0.91% | 25 |
|
|
2021
Q1 | $570K | Buy |
+10,447
| New | +$570K | 0.72% | 30 |
|