TRUEWEALTH ADVISORS, LLC – First Trust Managed Municipal ETF Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$420,000
portfolio value
TRUEWEALTH ADVISORS, 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 | +6.45% | 522 shares | 10K | $48.72 | 8.62K |
| Q2 2022 | share | Increase | +25.34% | 1.63K shares | 42K | $50.61 | 8.09K |
| Q1 2022 | share | Increase | +34.73% | 2.24K shares | 79K | $53.06 | 8.70K |
| Q4 2021 | share | Increase | +16.58% | 919 shares | 53K | $56.97 | 6.46K |
| Q3 2021 | share | Increase | +2.65% | 143 shares | 6K | $56.6 | 5.54K |
| Q2 2021 | share | Increase | +6.03% | 307 shares | 19K | $56.83 | 5.39K |
| Q1 2021 | share | Increase | 0.00% | 5.09K shares | 290K | $55.71 | 5.09K |