Milestone Advisory Partners’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $520K | Hold |
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|
2023
Q2 | $539K | Sell |
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|
2023
Q1 | $642K | Buy |
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|
2022
Q4 | $586K | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $2.93M | Hold |
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|
2021
Q4 | $3.15M | Hold |
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|
2021
Q3 | $3.14M | Sell |
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|
2021
Q2 | $3.22M | Sell |
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|
2021
Q1 | $3.37M | Buy |
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|
2020
Q4 | $3.3M | Buy |
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|
2020
Q3 | $3.03M | Buy |
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|
2020
Q2 | $2.96M | Buy |
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|
2020
Q1 | $1.53M | Buy |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $808K | Buy |
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|
2019
Q2 | $314K | Buy |
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|
2019
Q1 | $209K | Hold |
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|
2018
Q4 | $204K | Buy |
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