GoalVest Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-191
| Closed | -$9.92K | – | 402 |
|
|
2024
Q3 | $9.92K | Buy |
+191
| New | +$9.92K | ﹤0.01% | 325 |
|
|
2024
Q2 | – | Sell |
-3,506
| Closed | -$180K | – | 351 |
|
|
2024
Q1 | $180K | Buy |
+3,506
| New | +$180K | 0.06% | 112 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 418 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 480 |
|