Stonebridge Financial Planning Group’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Sell |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $300K | Sell |
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|
2021
Q3 | $394K | Sell |
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|
2021
Q2 | $441K | Sell |
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|
2021
Q1 | $573K | Sell |
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|
2020
Q4 | $661K | Sell |
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|
2020
Q3 | $922K | Sell |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $1.19M | Buy |
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|
2019
Q4 | $551K | Buy |
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