PWA
PCG Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
8,995
-10,254
| -53% | -$511K | 0.23% | 59 |
|
|
2025
Q1 | $971K | Sell |
19,249
-6,304
| -25% | -$318K | 0.34% | 73 |
|
|
2024
Q4 | $1.3M | Sell |
25,553
-5,702
| -18% | -$291K | 0.48% | 65 |
|
|
2024
Q3 | $1.62M | Sell |
31,255
-8,393
| -21% | -$436K | 0.63% | 51 |
|
|
2024
Q2 | $2.02M | Sell |
39,648
-7,881
| -17% | -$402K | 0.88% | 38 |
|
|
2024
Q1 | $2.44M | Buy |
47,529
+427
| +0.9% | +$21.9K | 1.16% | 31 |
|
|
2023
Q4 | $2.43M | Buy |
+47,102
| New | +$2.43M | 1.36% | 26 |
|
|
2022
Q4 | – | Sell |
-12,500
| Closed | -$610K | – | 124 |
|
|
2022
Q3 | $610K | Buy |
12,500
+5,750
| +85% | +$281K | 0.22% | 65 |
|
|
2022
Q2 | $342K | Sell |
6,750
-7,020
| -51% | -$356K | 0.24% | 65 |
|
|
2022
Q1 | $731K | Sell |
13,770
-245
| -2% | -$13K | 0.46% | 40 |
|
|
2021
Q4 | $798K | Buy |
+14,015
| New | +$798K | 0.55% | 36 |
|