Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,127
| Closed | -$139K | – | 302 |
|
|
2020
Q2 | $139K | Sell |
10,127
-1,203
| -11% | -$16.5K | 0.06% | 271 |
|
|
2020
Q1 | $133K | Buy |
11,330
+186
| +2% | +$2.18K | 0.07% | 236 |
|
|
2019
Q4 | $209K | Sell |
11,144
-883
| -7% | -$16.6K | 0.09% | 271 |
|
|
2019
Q3 | $222K | Sell |
12,027
-1,331
| -10% | -$24.6K | 0.1% | 261 |
|
|
2019
Q2 | $247K | Buy |
13,358
+189
| +1% | +$3.5K | 0.11% | 242 |
|
|
2019
Q1 | $242K | Buy |
13,169
+201
| +2% | +$3.69K | 0.12% | 233 |
|
|
2018
Q4 | $218K | Buy |
+12,968
| New | +$218K | 0.13% | 212 |
|