Geneos Wealth Management’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,450
| Closed | -$51K | – | 2892 |
|
|
2021
Q4 | $51K | Sell |
2,450
-100
| -4% | -$2.08K | ﹤0.01% | 1473 |
|
|
2021
Q3 | $52K | Hold |
2,550
| – | – | ﹤0.01% | 1477 |
|
|
2021
Q2 | $54K | Hold |
2,550
| – | – | ﹤0.01% | 1440 |
|
|
2021
Q1 | $52K | Hold |
2,550
| – | – | ﹤0.01% | 1613 |
|
|
2020
Q4 | $51K | Sell |
2,550
-1,500
| -37% | -$30K | ﹤0.01% | 1453 |
|
|
2020
Q3 | $76K | Buy |
4,050
+2,300
| +131% | +$43.2K | ﹤0.01% | 1061 |
|
|
2020
Q2 | $32K | Hold |
1,750
| – | – | ﹤0.01% | 1420 |
|
|
2020
Q1 | $30K | Buy |
+1,750
| New | +$30K | ﹤0.01% | 1343 |
|