BERNARDO WEALTH PLANNING LLC – First Trust Managed Municipal ETF Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$1.53M
portfolio value
BERNARDO WEALTH PLANNING LLC quarter portfolio value change:
-3.73%
quarter
First Trust Managed Municipal ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.78% | 246 shares | -52K | $48.72 | 31.61K |
| Q2 2022 | share | Decrease | -1.57% | -502 shares | -104K | $50.61 | 31.37K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $53.06 | 32.7K | |
| Q4 2021 | share | Decrease | -4.75% | -1.62K shares | -86K | $56.97 | 32.7K |
| Q3 2021 | share | Increase | +3.77% | 1.24K shares | 55K | $56.6 | 34.32K |
| Q2 2021 | share | Increase | +20.40% | 5.60K shares | 344K | $56.83 | 33.08K |
| Q1 2021 | share | Increase | +6.15% | 1.59K shares | 82K | $55.71 | 27.47K |
| Q4 2020 | share | Decrease | -5.52% | -1.51K shares | -55K | $55.72 | 25.88K |
| Q3 2020 | share | Increase | +11.88% | 2.90K shares | 176K | $54.32 | 27.39K |
| Q2 2020 | share | Increase | +81.46% | 10.99K shares | 618K | $53.44 | 24.48K |
| Q1 2020 | share | Increase | +145.59% | 8K shares | 424K | $52.22 | 13.49K |
| Q4 2019 | share | Increase | 0.00% | 5.49K shares | 305K | $53.35 | 5.49K |