Watershed Private Wealth’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 |
-4,398
| Closed | -$226K | – | 122 |
|
|
2024
Q1 | $226K | Sell |
4,398
-899
| -17% | -$46.2K | 0.1% | 112 |
|
|
2023
Q4 | $274K | Hold |
5,297
| – | – | 0.15% | 87 |
|
|
2023
Q3 | $259K | Hold |
5,297
| – | – | 0.16% | 85 |
|
|
2023
Q2 | $268K | Sell |
5,297
-236
| -4% | -$12K | 0.16% | 78 |
|
|
2023
Q1 | $282K | Buy |
5,533
+1,086
| +24% | +$55.3K | 0.19% | 69 |
|
|
2022
Q4 | $223K | Buy |
+4,447
| New | +$223K | 0.17% | 74 |
|