Hochman Cole Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.09M | Buy |
19,230
+9
| +0% | +$511 | 0.43% | 44 |
|
|
2021
Q2 | $1.1M | Buy |
19,221
+9
| +0% | +$516 | 0.44% | 42 |
|
|
2021
Q1 | $1.08M | Buy |
19,212
+10
| +0.1% | +$564 | 0.46% | 42 |
|
|
2020
Q4 | $1.09M | Buy |
19,202
+10
| +0.1% | +$567 | 0.47% | 39 |
|
|
2020
Q3 | $1.07M | Sell |
19,192
-353
| -2% | -$19.6K | 0.53% | 37 |
|
|
2020
Q2 | $1.08M | Buy |
19,545
+462
| +2% | +$25.4K | 0.59% | 36 |
|
|
2020
Q1 | $1.03M | Hold |
19,083
| – | – | 0.71% | 37 |
|
|
2019
Q4 | $1.06M | Buy |
19,083
+3,335
| +21% | +$185K | 0.58% | 40 |
|
|
2019
Q3 | $875K | Buy |
15,748
+5,811
| +58% | +$323K | 0.55% | 43 |
|
|
2019
Q2 | $544K | Hold |
9,937
| – | – | 0.32% | 62 |
|
|
2019
Q1 | $535K | Buy |
9,937
+1,137
| +13% | +$61.2K | 0.32% | 64 |
|
|
2018
Q4 | $463K | Sell |
8,800
-10,646
| -55% | -$560K | 0.32% | 63 |
|
|
2018
Q3 | $1.02M | Sell |
19,446
-2,313
| -11% | -$121K | 0.63% | 37 |
|
|
2018
Q2 | $1.15M | Buy |
+21,759
| New | +$1.15M | 0.75% | 32 |
|