Heritage Wealth Management (Arizona)’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
Q4 | $32.1K | Sell |
640
-929
| -59% | -$46.6K | ﹤0.01% | 570 |
|
|
2022
Q3 | $76K | Buy |
1,569
+1,249
| +390% | +$60.5K | 0.02% | 356 |
|
|
2022
Q2 | $16.2K | Hold |
320
| – | – | 0.01% | 576 |
|
|
2022
Q1 | $17K | Buy |
+320
| New | +$17K | ﹤0.01% | 620 |
|
|
2021
Q3 | $19K | Buy |
333
+13
| +4% | +$742 | 0.01% | 561 |
|
|
2021
Q2 | $18K | Hold |
320
| – | – | 0.01% | 572 |
|
|
2021
Q1 | $18K | Buy |
+320
| New | +$18K | 0.01% | 501 |
|