SWM
Scissortail Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-47,468
| Closed | -$2.31M | – | 136 |
|
|
2022
Q3 | $2.31M | Buy |
47,468
+21,996
| +86% | +$1.07M | 1.2% | 32 |
|
|
2022
Q2 | $1.45M | Sell |
25,472
-21,662
| -46% | -$1.23M | 0.56% | 45 |
|
|
2022
Q1 | $2.42M | Buy |
47,134
+21,662
| +85% | +$1.11M | 1.19% | 31 |
|
|
2021
Q4 | $1.45M | Buy |
+25,472
| New | +$1.45M | 0.56% | 45 |
|