Vishria Bird Financial Group’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
Q4 | – | Sell |
-142,410
| Closed | -$6.94M | – | 61 |
|
|
2022
Q3 | $6.94M | Sell |
142,410
-2,635
| -2% | -$128K | 4.67% | 8 |
|
|
2022
Q2 | $7.34M | Sell |
145,045
-69,092
| -32% | -$3.5M | 4.88% | 9 |
|
|
2022
Q1 | $11.4M | Sell |
214,137
-20,894
| -9% | -$1.11M | 6.28% | 6 |
|
|
2021
Q4 | $13.4M | Buy |
235,031
+10,380
| +5% | +$591K | 6.23% | 5 |
|
|
2021
Q3 | $12.8M | Buy |
224,651
+5,545
| +3% | +$315K | 6.69% | 5 |
|
|
2021
Q2 | $12.6M | Buy |
219,106
+10,112
| +5% | +$579K | 6.18% | 5 |
|
|
2021
Q1 | $11.8M | Sell |
208,994
-272
| -0.1% | -$15.4K | 6.51% | 4 |
|
|
2020
Q4 | $11.9M | Buy |
209,266
+5,692
| +3% | +$323K | 6.76% | 6 |
|
|
2020
Q3 | $11.3M | Buy |
203,574
+24,525
| +14% | +$1.36M | 7.12% | 5 |
|
|
2020
Q2 | $9.85M | Buy |
+179,049
| New | +$9.85M | 7.7% | 4 |
|