BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,609
| Closed | -$44K | – | 746 |
|
|
2018
Q4 | $44K | Buy |
2,609
+41
| +2% | +$691 | 0.01% | 311 |
|
|
2018
Q3 | $48K | Sell |
2,568
-689
| -21% | -$12.9K | 0.01% | 326 |
|
|
2018
Q2 | $60K | Buy |
+3,257
| New | +$60K | 0.01% | 298 |
|
|
2017
Q3 | – | Sell |
-38,611
| Closed | -$745K | – | 201 |
|
|
2017
Q2 | $745K | Sell |
38,611
-5,688
| -13% | -$110K | 0.21% | 93 |
|
|
2017
Q1 | $866K | Sell |
44,299
-68
| -0.2% | -$1.33K | 0.26% | 76 |
|
|
2016
Q4 | $848K | Sell |
44,367
-233
| -0.5% | -$4.45K | 0.28% | 69 |
|
|
2016
Q3 | $843K | Sell |
44,600
-6,465
| -13% | -$122K | 0.29% | 64 |
|
|
2016
Q2 | $987K | Buy |
51,065
+3,054
| +6% | +$59K | 0.42% | 49 |
|
|
2016
Q1 | $891K | Buy |
+48,011
| New | +$891K | 0.53% | 55 |
|