IAG Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,047
| Closed | -$53.5K | – | 505 |
|
2024
Q2 | $53.5K | Buy |
+1,047
| New | +$53.5K | 0.01% | 172 |
|
2023
Q2 | – | Sell |
-615
| Closed | -$31.3K | – | 464 |
|
2023
Q1 | $31.3K | Buy |
+615
| New | +$31.3K | 0.01% | 180 |
|
2020
Q1 | – | Sell |
-777
| Closed | -$44K | – | 434 |
|
2019
Q4 | $44K | Buy |
+777
| New | +$44K | 0.03% | 114 |
|