CWA
Clarus Wealth Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,000
| Closed | -$110K | – | 664 |
|
|
2019
Q1 | $110K | Sell |
6,000
-669
| -10% | -$12.3K | 0.08% | 173 |
|
|
2018
Q4 | $112K | Sell |
6,669
-200
| -3% | -$3.36K | 0.18% | 151 |
|
|
2018
Q3 | $127K | Sell |
6,869
-3,527
| -34% | -$65.2K | 0.08% | 186 |
|
|
2018
Q2 | $186K | Hold |
10,396
| – | – | 0.14% | 124 |
|
|
2018
Q1 | $186K | Sell |
10,396
-550
| -5% | -$9.84K | 0.17% | 116 |
|
|
2017
Q4 | $208K | Buy |
+10,946
| New | +$208K | 0.2% | 106 |
|