Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 4892 |
|
|
2025
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 4772 |
|
|
2024
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 4561 |
|
|
2017
Q4 | – | Sell |
-121
| Closed | -$2K | – | 1528 |
|
|
2017
Q3 | $2K | Sell |
121
-3,047
| -96% | -$50.4K | ﹤0.01% | 1294 |
|
|
2017
Q2 | $61K | Buy |
+3,168
| New | +$61K | ﹤0.01% | 446 |
|