Elk River 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
Q1 | – | Sell |
-6,769
| Closed | -$386K | – | 126 |
|
|
2021
Q4 | $386K | Hold |
6,769
| – | – | 0.09% | 95 |
|
|
2021
Q3 | $384K | Buy |
6,769
+869
| +15% | +$49.3K | 0.1% | 94 |
|
|
2021
Q2 | $338K | Hold |
5,900
| – | – | 0.09% | 94 |
|
|
2021
Q1 | $333K | Hold |
5,900
| – | – | 0.09% | 93 |
|
|
2020
Q4 | $335K | Buy |
+5,900
| New | +$335K | 0.11% | 92 |
|