LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $15K | Hold |
276
| – | – | 0.01% | 368 |
|
|
2020
Q2 | $15K | Hold |
276
| – | – | 0.01% | 372 |
|
|
2020
Q1 | $15K | Hold |
276
| – | – | 0.01% | 354 |
|
|
2019
Q4 | $15K | Hold |
276
| – | – | 0.01% | 380 |
|
|
2019
Q3 | $15K | Hold |
276
| – | – | 0.01% | 374 |
|
|
2019
Q2 | $15K | Hold |
276
| – | – | 0.01% | 368 |
|
|
2019
Q1 | $15K | Hold |
276
| – | – | 0.01% | 370 |
|
|
2018
Q4 | $15K | Hold |
276
| – | – | 0.01% | 352 |
|
|
2018
Q3 | $14K | Hold |
276
| – | – | 0.01% | 360 |
|
|
2018
Q2 | $15K | Buy |
276
+94
| +52% | +$5.11K | 0.01% | 352 |
|
|
2018
Q1 | $10K | Buy |
+182
| New | +$10K | 0.01% | 364 |
|