Beacon Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,803
| Closed | -$194K | – | 206 |
|
|
2022
Q2 | $194K | Hold |
12,803
| – | – | 0.11% | 211 |
|
|
2022
Q1 | $216K | Sell |
12,803
-717
| -5% | -$12.1K | 0.1% | 218 |
|
|
2021
Q4 | $224K | Hold |
13,520
| – | – | 0.1% | 222 |
|
|
2021
Q3 | $222K | Sell |
13,520
-2,989
| -18% | -$49.1K | 0.12% | 212 |
|
|
2021
Q2 | $280K | Sell |
16,509
-2,493
| -13% | -$42.3K | 0.15% | 171 |
|
|
2021
Q1 | $307K | Sell |
19,002
-55,557
| -75% | -$898K | 0.18% | 147 |
|
|
2020
Q4 | $1.12M | Sell |
74,559
-2,709
| -4% | -$40.7K | 0.73% | 38 |
|
|
2020
Q3 | $1.04M | Sell |
77,268
-8,249
| -10% | -$111K | 0.9% | 32 |
|
|
2020
Q2 | $1.17M | Buy |
85,517
+10,357
| +14% | +$142K | 1.27% | 24 |
|
|
2020
Q1 | $881K | Sell |
75,160
-4
| -0% | -$47 | 1.12% | 27 |
|
|
2019
Q4 | $1.41M | Buy |
+75,164
| New | +$1.41M | 1.21% | 24 |
|