IWA
Inspirion Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
58,053
-2,170
| -4% | -$108K | 0.38% | 29 |
|
|
2025
Q1 | $3.04M | Sell |
60,223
-2,000
| -3% | -$101K | 0.42% | 26 |
|
|
2024
Q4 | $3.18M | Hold |
62,223
| – | – | 0.44% | 25 |
|
|
2024
Q3 | $3.23M | Buy |
62,223
+2,477
| +4% | +$129K | 0.45% | 27 |
|
|
2024
Q2 | $3.05M | Hold |
59,746
| – | – | 0.47% | 26 |
|
|
2024
Q1 | $3.07M | Sell |
59,746
-646
| -1% | -$33.2K | 0.51% | 26 |
|
|
2023
Q4 | $3.12M | Sell |
60,392
-9,618
| -14% | -$496K | 0.56% | 28 |
|
|
2023
Q3 | $3.42M | Buy |
+70,010
| New | +$3.42M | 0.67% | 27 |
|
|
2022
Q2 | – | Sell |
-4,847
| Closed | -$257K | – | 121 |
|
|
2022
Q1 | $257K | Sell |
4,847
-101
| -2% | -$5.36K | 0.05% | 93 |
|
|
2021
Q4 | $282K | Sell |
4,948
-190
| -4% | -$10.8K | 0.06% | 87 |
|
|
2021
Q3 | $292K | Hold |
5,138
| – | – | 0.07% | 77 |
|
|
2021
Q2 | $294K | Hold |
5,138
| – | – | 0.07% | 74 |
|
|
2021
Q1 | $290K | Buy |
5,138
+66
| +1% | +$3.73K | 0.08% | 74 |
|
|
2020
Q4 | $288K | Buy |
5,072
+20
| +0.4% | +$1.14K | 0.08% | 70 |
|
|
2020
Q3 | $281K | Buy |
5,052
+25
| +0.5% | +$1.39K | 0.1% | 64 |
|
|
2020
Q2 | $277K | Hold |
5,027
| – | – | 0.11% | 61 |
|
|
2020
Q1 | $272K | Buy |
5,027
+29
| +0.6% | +$1.57K | 0.13% | 54 |
|
|
2019
Q4 | $278K | Buy |
4,998
+356
| +8% | +$19.8K | 0.09% | 65 |
|
|
2019
Q3 | $258K | Buy |
+4,642
| New | +$258K | 0.11% | 66 |
|