WealthBridge Capital Management’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 |
-4,698
| Closed | -$241K | – | 189 |
|
|
2024
Q1 | $241K | Sell |
4,698
-569
| -11% | -$29.2K | 0.08% | 160 |
|
|
2023
Q4 | $272K | Buy |
5,267
+860
| +20% | +$44.4K | 0.1% | 129 |
|
|
2023
Q3 | $215K | Sell |
4,407
-2,178
| -33% | -$106K | 0.09% | 161 |
|
|
2023
Q2 | $334K | Sell |
6,585
-660
| -9% | -$33.5K | 0.13% | 122 |
|
|
2023
Q1 | $369K | Sell |
7,245
-277
| -4% | -$14.1K | 0.15% | 121 |
|
|
2022
Q4 | $377K | Sell |
7,522
-1,453
| -16% | -$72.8K | 0.16% | 124 |
|
|
2022
Q3 | $454K | Hold |
8,975
| – | – | 0.19% | 103 |
|
|
2022
Q2 | $454K | Sell |
8,975
-1,131
| -11% | -$57.2K | 0.19% | 103 |
|
|
2022
Q1 | $536K | Sell |
10,106
-433
| -4% | -$23K | 0.2% | 99 |
|
|
2021
Q4 | $601K | Sell |
10,539
-3,414
| -24% | -$195K | 0.22% | 88 |
|
|
2021
Q3 | $792K | Buy |
13,953
+1,363
| +11% | +$77.4K | 0.3% | 68 |
|
|
2021
Q2 | $721K | Buy |
12,590
+603
| +5% | +$34.5K | 0.26% | 84 |
|
|
2021
Q1 | $676K | Buy |
11,987
+298
| +3% | +$16.8K | 0.28% | 79 |
|
|
2020
Q4 | $663K | Buy |
11,689
+1,133
| +11% | +$64.3K | 0.29% | 73 |
|
|
2020
Q3 | $587K | Buy |
10,556
+652
| +7% | +$36.3K | 0.3% | 66 |
|
|
2020
Q2 | $545K | Buy |
9,904
+621
| +7% | +$34.2K | 0.31% | 64 |
|
|
2020
Q1 | $502K | Buy |
9,283
+2,441
| +36% | +$132K | 0.35% | 64 |
|
|
2019
Q4 | $380K | Buy |
+6,842
| New | +$380K | 0.25% | 84 |
|