Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$186K | – | 152 |
|
|
2018
Q3 | $186K | Sell |
10,000
-1,535
| -13% | -$28.6K | 0.08% | 151 |
|
|
2018
Q2 | $211K | Hold |
11,535
| – | – | 0.1% | 149 |
|
|
2018
Q1 | $207K | Hold |
11,535
| – | – | 0.1% | 144 |
|
|
2017
Q4 | $220K | Hold |
11,535
| – | – | 0.11% | 129 |
|
|
2017
Q3 | $222K | Hold |
11,535
| – | – | 0.12% | 130 |
|
|
2017
Q2 | $223K | Buy |
+11,535
| New | +$223K | 0.12% | 129 |
|