Wealthcare Advisory Partners’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-5,902
| Closed | -$335K | – | 591 |
|
2021
Q3 | $335K | Sell |
5,902
-49
| -0.8% | -$2.78K | 0.02% | 391 |
|
2021
Q2 | $341K | Buy |
5,951
+16
| +0.3% | +$917 | 0.02% | 392 |
|
2021
Q1 | $335K | Buy |
5,935
+935
| +19% | +$52.8K | 0.02% | 363 |
|
2020
Q4 | $284K | Buy |
5,000
+479
| +11% | +$27.2K | 0.03% | 331 |
|
2020
Q3 | $251K | Buy |
4,521
+517
| +13% | +$28.7K | 0.03% | 294 |
|
2020
Q2 | $220K | Buy |
4,004
+15
| +0.4% | +$824 | 0.03% | 285 |
|
2020
Q1 | $216K | Buy |
3,989
+78
| +2% | +$4.22K | 0.03% | 254 |
|
2019
Q4 | $217K | Buy |
3,911
+513
| +15% | +$28.5K | 0.03% | 284 |
|
2019
Q3 | $189K | Buy |
3,398
+1,363
| +67% | +$75.8K | 0.03% | 284 |
|
2019
Q2 | $111K | Buy |
2,035
+13
| +0.6% | +$709 | 0.02% | 354 |
|
2019
Q1 | $109K | Buy |
2,022
+13
| +0.6% | +$701 | 0.02% | 323 |
|
2018
Q4 | $106K | Buy |
+2,009
| New | +$106K | 0.02% | 300 |
|