Kowal Investment Group’s First Trust Municipal High Income ETF FMHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,158
| Closed | -$243K | – | 158 |
|
|
2023
Q2 | $243K | Sell |
5,158
-346
| -6% | -$16.3K | 0.07% | 141 |
|
|
2023
Q1 | $258K | Buy |
+5,504
| New | +$258K | 0.07% | 131 |
|
|
2022
Q1 | – | Sell |
-4,406
| Closed | -$247K | – | 130 |
|
|
2021
Q4 | $247K | Buy |
4,406
+23
| +0.5% | +$1.29K | 0.07% | 94 |
|
|
2021
Q3 | $244K | Buy |
4,383
+22
| +0.5% | +$1.23K | 0.08% | 83 |
|
|
2021
Q2 | $245K | Buy |
4,361
+23
| +0.5% | +$1.29K | 0.09% | 83 |
|
|
2021
Q1 | $237K | Buy |
4,338
+24
| +0.6% | +$1.31K | 0.1% | 80 |
|
|
2020
Q4 | $233K | Buy |
+4,314
| New | +$233K | 0.11% | 79 |
|