GWA
GGM Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.72M | Buy |
54,637
+19,537
| +56% | +$972K | 1.51% | 19 |
|
|
2024
Q4 | $1.79M | Sell |
35,100
-14,561
| -29% | -$743K | 0.94% | 31 |
|
|
2024
Q3 | $2.58M | Buy |
49,661
+1,815
| +4% | +$94.3K | 1.11% | 23 |
|
|
2024
Q2 | $2.44M | Buy |
47,846
+17,200
| +56% | +$878K | 1.12% | 24 |
|
|
2024
Q1 | $1.57M | Hold |
30,646
| – | – | 0.73% | 36 |
|
|
2023
Q4 | $1.57M | Buy |
30,646
+745
| +2% | +$38.1K | 0.65% | 35 |
|
|
2023
Q3 | $1.46M | Buy |
29,901
+225
| +0.8% | +$11K | 0.63% | 36 |
|
|
2023
Q2 | $1.5M | Hold |
29,676
| – | – | 0.61% | 35 |
|
|
2023
Q1 | $1.51M | Buy |
29,676
+3,276
| +12% | +$167K | 0.86% | 28 |
|
|
2022
Q4 | $1.34M | Sell |
26,400
-3,480
| -12% | -$176K | 0.69% | 34 |
|
|
2022
Q3 | $1.44M | Sell |
29,880
-8,210
| -22% | -$396K | 0.78% | 31 |
|
|
2022
Q2 | $1.95M | Sell |
38,090
-100
| -0.3% | -$5.13K | 1.09% | 22 |
|
|
2022
Q1 | $1.98M | Buy |
38,190
+124
| +0.3% | +$6.43K | 0.99% | 22 |
|
|
2021
Q4 | $2.15M | Buy |
38,066
+24,218
| +175% | +$1.37M | 1.71% | 13 |
|
|
2021
Q3 | $782K | Sell |
13,848
-12,232
| -47% | -$691K | 0.62% | 35 |
|
|
2021
Q2 | $1.5M | Sell |
26,080
-9,830
| -27% | -$567K | 1.28% | 20 |
|
|
2021
Q1 | $2.04M | Hold |
35,910
| – | – | 1.63% | 16 |
|
|
2020
Q4 | $2.04M | Buy |
+35,910
| New | +$2.04M | 2.01% | 12 |
|