WEPOG
Wealth Enhancement & Preservation of GA’s First Trust Managed Municipal ETF FMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-155,842
| Closed | -$7.59M | – | 51 |
|
2022
Q3 | $7.59M | Buy |
155,842
+119,906
| +334% | +$5.84M | 12.18% | 2 |
|
2022
Q2 | $1.8M | Sell |
35,936
-13,668
| -28% | -$683K | 1.9% | 12 |
|
2022
Q1 | $2.63M | Buy |
49,604
+8,913
| +22% | +$473K | 2.03% | 13 |
|
2021
Q4 | $2.32M | Buy |
40,691
+4,302
| +12% | +$245K | 1.56% | 12 |
|
2021
Q3 | $2.07M | Buy |
36,389
+1,958
| +6% | +$111K | 1.59% | 12 |
|
2021
Q2 | $1.97M | Buy |
+34,431
| New | +$1.97M | 1.45% | 18 |
|