Holistic Financial Partners’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
Q1 | – | Sell |
-4,587
| Closed | -$260K | – | 109 |
|
|
2020
Q4 | $260K | Hold |
4,587
| – | – | 0.18% | 84 |
|
|
2020
Q3 | $255K | Hold |
4,587
| – | – | 0.2% | 68 |
|
|
2020
Q2 | $252K | Hold |
4,587
| – | – | 0.22% | 59 |
|
|
2020
Q1 | $248K | Hold |
4,587
| – | – | 0.26% | 51 |
|
|
2019
Q4 | $255K | Sell |
4,587
-4,587
| -50% | -$255K | 0.15% | 83 |
|
|
2019
Q3 | $510K | Hold |
9,174
| – | – | 0.45% | 33 |
|
|
2019
Q2 | $502K | Buy |
+9,174
| New | +$502K | 0.5% | 27 |
|