Teamwork Financial Advisors’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 |
-14,644
| Closed | -$834K | – | 277 |
|
2021
Q4 | $834K | Sell |
14,644
-81
| -0.6% | -$4.61K | 0.15% | 134 |
|
2021
Q3 | $836K | Buy |
14,725
+767
| +5% | +$43.5K | 0.17% | 109 |
|
2021
Q2 | $800K | Sell |
13,958
-267
| -2% | -$15.3K | 0.16% | 109 |
|
2021
Q1 | $803K | Sell |
14,225
-3,399
| -19% | -$192K | 0.19% | 109 |
|
2020
Q4 | $1M | Sell |
17,624
-6,483
| -27% | -$368K | 0.24% | 84 |
|
2020
Q3 | $1.34M | Sell |
24,107
-121
| -0.5% | -$6.73K | 0.42% | 47 |
|
2020
Q2 | $1.33M | Buy |
+24,228
| New | +$1.33M | 0.48% | 49 |
|