Ahrens Investment Partners’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.47K | Buy |
+100
| New | +$1.47K | ﹤0.01% | 920 |
|
|
2022
Q3 | – | Sell |
-11,100
| Closed | -$168K | – | 597 |
|
|
2022
Q2 | $168K | Hold |
11,100
| – | – | 0.07% | 173 |
|
|
2022
Q1 | $187K | Sell |
11,100
-400
| -3% | -$6.74K | 0.06% | 190 |
|
|
2021
Q4 | $191K | Hold |
11,500
| – | – | 0.08% | 192 |
|
|
2021
Q3 | $189K | Hold |
11,500
| – | – | 0.09% | 198 |
|
|
2021
Q2 | $195K | Sell |
11,500
-150
| -1% | -$2.54K | 0.09% | 216 |
|
|
2021
Q1 | $188K | Hold |
11,650
| – | – | 0.09% | 190 |
|
|
2020
Q4 | $175K | Sell |
11,650
-100
| -0.9% | -$1.5K | 0.09% | 172 |
|
|
2020
Q3 | $158K | Sell |
11,750
-3,470
| -23% | -$46.7K | 0.11% | 155 |
|
|
2020
Q2 | $208K | Hold |
15,220
| – | – | 0.13% | 143 |
|
|
2020
Q1 | $179K | Buy |
+15,220
| New | +$179K | 0.13% | 117 |
|
|
2018
Q3 | – | Sell |
-12,035
| Closed | -$220K | – | 182 |
|
|
2018
Q2 | $220K | Sell |
12,035
-3,100
| -20% | -$56.7K | 0.09% | 145 |
|
|
2018
Q1 | $271K | Sell |
15,135
-2,900
| -16% | -$51.9K | 0.12% | 110 |
|
|
2017
Q4 | $343K | Sell |
18,035
-500
| -3% | -$9.51K | 0.14% | 98 |
|
|
2017
Q3 | $356K | Sell |
18,535
-4,200
| -18% | -$80.7K | 0.15% | 90 |
|
|
2017
Q2 | $439K | Sell |
22,735
-2,650
| -10% | -$51.2K | 0.19% | 74 |
|
|
2017
Q1 | $496K | Sell |
25,385
-400
| -2% | -$7.82K | 0.24% | 73 |
|
|
2016
Q4 | $493K | Buy |
+25,785
| New | +$493K | 0.26% | 64 |
|