CWA
YDIV

Clarus Wealth Advisors’s First Trust International Multi-Asset Diversified Income Index Fund YDIV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-12,716
Closed -$232K 801
2018
Q2
$232K Hold
12,716
0.18% 86
2018
Q1
$232K Buy
12,716
+2,517
+25% +$45.9K 0.21% 86
2017
Q4
$190K Buy
+10,199
New +$190K 0.18% 114