Principle Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,181
| Closed | -$295K | – | 322 |
|
|
2021
Q4 | $295K | Hold |
5,181
| – | – | 0.03% | 262 |
|
|
2021
Q3 | $294K | Hold |
5,181
| – | – | 0.03% | 251 |
|
|
2021
Q2 | $297K | Hold |
5,181
| – | – | 0.03% | 257 |
|
|
2021
Q1 | $292K | Buy |
5,181
+881
| +20% | +$49.7K | 0.03% | 239 |
|
|
2020
Q4 | $244K | Hold |
4,300
| – | – | 0.03% | 248 |
|
|
2020
Q3 | $239K | Hold |
4,300
| – | – | 0.07% | 134 |
|
|
2020
Q2 | $237K | Hold |
4,300
| – | – | 0.07% | 132 |
|
|
2020
Q1 | $233K | Sell |
4,300
-400
| -9% | -$21.7K | 0.09% | 122 |
|
|
2019
Q4 | $261K | Buy |
+4,700
| New | +$261K | 0.08% | 141 |
|