MWM
Mattern Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Hold |
8,050
| – | – | 0.08% | 106 |
|
|
2025
Q1 | $385K | Sell |
8,050
-1,362
| -14% | -$65.1K | 0.09% | 115 |
|
|
2024
Q4 | $455K | Hold |
9,412
| – | – | 0.1% | 105 |
|
|
2024
Q3 | $465K | Buy |
+9,412
| New | +$465K | 0.1% | 108 |
|
|
2022
Q2 | – | Sell |
-29,959
| Closed | -$1.53M | – | 157 |
|
|
2022
Q1 | $1.53M | Sell |
29,959
-9,744
| -25% | -$499K | 0.5% | 59 |
|
|
2021
Q4 | $2.23M | Sell |
39,703
-1,036
| -3% | -$58.2K | 0.65% | 40 |
|
|
2021
Q3 | $2.27M | Buy |
40,739
+30,548
| +300% | +$1.7M | 0.76% | 37 |
|
|
2021
Q2 | $579K | Buy |
+10,191
| New | +$579K | 0.18% | 104 |
|