Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,030
| Closed | -$191K | – | 947 |
|
|
2022
Q2 | $191K | Buy |
4,030
+55
| +1% | +$2.61K | 0.04% | 393 |
|
|
2022
Q1 | $204K | Sell |
3,975
-336
| -8% | -$17.2K | 0.04% | 408 |
|
|
2021
Q4 | $242K | Sell |
4,311
-100
| -2% | -$5.61K | 0.04% | 407 |
|
|
2021
Q3 | $246K | Sell |
4,411
-251
| -5% | -$14K | 0.04% | 392 |
|
|
2021
Q2 | $262K | Sell |
4,662
-306
| -6% | -$17.2K | 0.05% | 365 |
|
|
2021
Q1 | $271K | Hold |
4,968
| – | – | 0.06% | 314 |
|
|
2020
Q4 | $267K | Buy |
4,968
+132
| +3% | +$7.09K | 0.07% | 282 |
|
|
2020
Q3 | $250K | Buy |
4,836
+575
| +13% | +$29.7K | 0.08% | 226 |
|
|
2020
Q2 | $217K | Sell |
4,261
-207
| -5% | -$10.5K | 0.08% | 224 |
|
|
2020
Q1 | $219K | Sell |
4,468
-160
| -3% | -$7.84K | 0.1% | 196 |
|
|
2019
Q4 | $247K | Buy |
4,628
+923
| +25% | +$49.3K | 0.09% | 191 |
|
|
2019
Q3 | $197K | Buy |
3,705
+76
| +2% | +$4.04K | 0.09% | 205 |
|
|
2019
Q2 | $190K | Buy |
3,629
+406
| +13% | +$21.3K | 0.08% | 205 |
|
|
2019
Q1 | $165K | Buy |
+3,223
| New | +$165K | 0.08% | 191 |
|