WMR
Wealth Management Resources’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,062
| Closed | -$679K | – | 32 |
|
|
2024
Q3 | $679K | Sell |
13,062
-1,745
| -12% | -$90.7K | 0.27% | 26 |
|
|
2024
Q2 | $756K | Sell |
14,807
-29,292
| -66% | -$1.5M | 0.32% | 27 |
|
|
2024
Q1 | $2.26M | Sell |
44,099
-37,022
| -46% | -$1.9M | 0.98% | 21 |
|
|
2023
Q4 | $4.19M | Sell |
81,121
-84
| -0.1% | -$4.34K | 1.97% | 18 |
|
|
2023
Q3 | $3.97M | Buy |
81,205
+29,058
| +56% | +$1.42M | 1.92% | 18 |
|
|
2023
Q2 | $2.66M | Hold |
52,147
| – | – | 1.54% | 15 |
|
|
2023
Q1 | $2.66M | Buy |
52,147
+2,989
| +6% | +$152K | 1.63% | 16 |
|
|
2022
Q4 | $2.46M | Buy |
49,158
+1,646
| +3% | +$82.5K | 1.6% | 16 |
|
|
2022
Q3 | $2.31M | Buy |
47,512
+385
| +0.8% | +$18.8K | 1.54% | 17 |
|
|
2022
Q2 | $2.39M | Sell |
47,127
-14,674
| -24% | -$743K | 1.47% | 18 |
|
|
2022
Q1 | $3.28M | Sell |
61,801
-12,706
| -17% | -$674K | 2.27% | 15 |
|
|
2021
Q4 | $4.25M | Buy |
+74,507
| New | +$4.25M | 2.73% | 14 |
|