MAP
Milestone Advisory Partners’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $520K | Hold |
10,630
| – | – | 0.43% | 37 |
|
|
2023
Q2 | $539K | Sell |
10,630
-1,967
| -16% | -$99.7K | 0.49% | 36 |
|
|
2023
Q1 | $642K | Buy |
12,597
+900
| +8% | +$45.8K | 0.59% | 33 |
|
|
2022
Q4 | $586K | Sell |
11,697
-10,439
| -47% | -$523K | 0.44% | 33 |
|
|
2022
Q3 | $1.08M | Sell |
22,136
-3,590
| -14% | -$175K | 0.81% | 25 |
|
|
2022
Q2 | $1.31M | Sell |
25,726
-29,549
| -53% | -$1.5M | 1.06% | 22 |
|
|
2022
Q1 | $2.93M | Hold |
55,275
| – | – | 1.58% | 20 |
|
|
2021
Q4 | $3.15M | Hold |
55,275
| – | – | 1.59% | 19 |
|
|
2021
Q3 | $3.14M | Sell |
55,275
-1,000
| -2% | -$56.8K | 1.84% | 19 |
|
|
2021
Q2 | $3.22M | Sell |
56,275
-3,426
| -6% | -$196K | 1.7% | 21 |
|
|
2021
Q1 | $3.37M | Buy |
59,701
+1,584
| +3% | +$89.4K | 1.8% | 22 |
|
|
2020
Q4 | $3.3M | Buy |
58,117
+3,588
| +7% | +$204K | 1.88% | 19 |
|
|
2020
Q3 | $3.03M | Buy |
54,529
+807
| +2% | +$44.9K | 1.89% | 15 |
|
|
2020
Q2 | $2.96M | Buy |
53,722
+25,394
| +90% | +$1.4M | 1.74% | 16 |
|
|
2020
Q1 | $1.53M | Buy |
28,328
+4,530
| +19% | +$245K | 1.06% | 14 |
|
|
2019
Q4 | $1.32M | Buy |
23,798
+9,255
| +64% | +$514K | 0.69% | 23 |
|
|
2019
Q3 | $808K | Buy |
14,543
+8,812
| +154% | +$490K | 0.46% | 29 |
|
|
2019
Q2 | $314K | Buy |
5,731
+1,854
| +48% | +$102K | 0.19% | 42 |
|
|
2019
Q1 | $209K | Hold |
3,877
| – | – | 0.13% | 50 |
|
|
2018
Q4 | $204K | Buy |
+3,877
| New | +$204K | 0.18% | 42 |
|