WP
WealthSource Partners’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,030
| Closed | -$330K | – | 434 |
|
|
2019
Q2 | $330K | Buy |
6,030
+1,144
| +23% | +$62.6K | 0.05% | 313 |
|
|
2019
Q1 | $263K | Buy |
4,886
+521
| +12% | +$28K | 0.06% | 275 |
|
|
2018
Q4 | $230K | Sell |
4,365
-117
| -3% | -$6.17K | 0.07% | 249 |
|
|
2018
Q3 | $234K | Buy |
4,482
+407
| +10% | +$21.2K | 0.06% | 263 |
|
|
2018
Q2 | $215K | Buy |
+4,075
| New | +$215K | 0.06% | 267 |
|