Smith Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $2.33M | Buy |
41,840
+2,905
| +7% | +$162K | 1.43% | 17 |
|
2020
Q2 | $2.14M | Sell |
38,935
-2,695
| -6% | -$148K | 1.41% | 17 |
|
2020
Q1 | $2.25M | Buy |
41,630
+1,240
| +3% | +$67K | 1.71% | 15 |
|
2019
Q4 | $2.24M | Buy |
40,390
+14,460
| +56% | +$803K | 1.43% | 17 |
|
2019
Q3 | $1.44M | Hold |
25,930
| – | – | 1.06% | 20 |
|
2019
Q2 | $1.42M | Buy |
25,930
+815
| +3% | +$44.6K | 1.04% | 19 |
|
2019
Q1 | $1.35M | Sell |
25,115
-665
| -3% | -$35.8K | 1.06% | 21 |
|
2018
Q4 | $1.36M | Buy |
+25,780
| New | +$1.36M | 1.11% | 18 |
|