EWS
Evergreen Wealth Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,216
| Closed | -$323K | – | 108 |
|
|
2024
Q3 | $323K | Buy |
6,216
+28
| +0.5% | +$1.46K | 0.22% | 82 |
|
|
2024
Q2 | $316K | Buy |
6,188
+28
| +0.5% | +$1.43K | 0.22% | 85 |
|
|
2024
Q1 | $316K | Buy |
6,160
+27
| +0.4% | +$1.39K | 0.23% | 85 |
|
|
2023
Q4 | $317K | Buy |
+6,133
| New | +$317K | 0.27% | 83 |
|
|
2023
Q1 | – | Sell |
-6,421
| Closed | -$322K | – | 106 |
|
|
2022
Q4 | $322K | Buy |
6,421
+1,061
| +20% | +$53.2K | 0.42% | 69 |
|
|
2022
Q3 | $261K | Sell |
5,360
-23,495
| -81% | -$1.14M | 0.37% | 78 |
|
|
2022
Q2 | $1.46M | Buy |
+28,855
| New | +$1.46M | 1.79% | 12 |
|