Castleview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-441
| Closed | -$6.93K | – | 763 |
|
|
2024
Q2 | $6.93K | Hold |
441
| – | – | ﹤0.01% | 581 |
|
|
2024
Q1 | $6.96K | Hold |
441
| – | – | ﹤0.01% | 570 |
|
|
2023
Q4 | $6.9K | Hold |
441
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $6.44K | Hold |
441
| – | – | 0.01% | 461 |
|
|
2023
Q2 | $6.42K | Hold |
441
| – | – | 0.01% | 481 |
|
|
2023
Q1 | $6.47K | Sell |
441
-398
| -47% | -$5.84K | 0.01% | 470 |
|
|
2022
Q4 | $12.6K | Hold |
839
| – | – | 0.01% | 338 |
|
|
2022
Q3 | $12K | Sell |
839
-5,259
| -86% | -$75.2K | 0.01% | 363 |
|
|
2022
Q2 | $250K | Buy |
6,098
+5,259
| +627% | +$215K | 0.2% | 111 |
|
|
2022
Q1 | $14K | Sell |
839
-13,084
| -94% | -$218K | 0.01% | 472 |
|
|
2021
Q4 | $839 | Buy |
+13,923
| New | +$839 | 0.01% | 426 |
|
|
2021
Q2 | $14K | Buy |
+839
| New | +$14K | 0.01% | 617 |
|
|
2018
Q1 | $186K | Buy |
+10,413
| New | +$186K | 0.15% | 110 |
|