Tower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40,124
| Closed | -$2.06M | – | 68 |
|
|
2024
Q1 | $2.06M | Sell |
40,124
-646
| -2% | -$33.2K | 1.34% | 13 |
|
|
2023
Q4 | $2.11M | Sell |
40,770
-3,765
| -8% | -$195K | 1.49% | 12 |
|
|
2023
Q3 | $2.18M | Sell |
44,535
-1,581
| -3% | -$77.3K | 1.79% | 11 |
|
|
2023
Q2 | $2.34M | Buy |
46,116
+389
| +0.9% | +$19.7K | 1.87% | 11 |
|
|
2023
Q1 | $2.33M | Buy |
45,727
+202
| +0.4% | +$10.3K | 1.95% | 10 |
|
|
2022
Q4 | $2.28M | Buy |
45,525
+412
| +0.9% | +$20.6K | 1.99% | 10 |
|
|
2022
Q3 | $2.18M | Sell |
45,113
-2,828
| -6% | -$137K | 2.07% | 9 |
|
|
2022
Q2 | $2.43M | Sell |
47,941
-9,201
| -16% | -$466K | 3.22% | 6 |
|
|
2022
Q1 | $3.03M | Sell |
57,142
-394
| -0.7% | -$20.9K | 3.29% | 7 |
|
|
2021
Q4 | $3.28M | Sell |
57,536
-12,710
| -18% | -$724K | 3.32% | 7 |
|
|
2021
Q3 | $3.99M | Buy |
70,246
+1,648
| +2% | +$93.6K | 4.21% | 7 |
|
|
2021
Q2 | $3.93M | Buy |
68,598
+4,561
| +7% | +$261K | 4.32% | 7 |
|
|
2021
Q1 | $3.61M | Sell |
64,037
-1,770
| -3% | -$99.9K | 4.66% | 7 |
|
|
2020
Q4 | $3.73M | Buy |
+65,807
| New | +$3.73M | 4.28% | 9 |
|