Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,356
| Closed | -$230K | – | 693 |
|
|
2022
Q4 | $230K | Buy |
15,356
+58
| +0.4% | +$868 | 0.02% | 568 |
|
|
2022
Q3 | $221K | Buy |
15,298
+239
| +2% | +$3.45K | 0.02% | 564 |
|
|
2022
Q2 | $228K | Buy |
15,059
+221
| +1% | +$3.35K | 0.02% | 578 |
|
|
2022
Q1 | $250K | Buy |
+14,838
| New | +$250K | 0.02% | 601 |
|
|
2020
Q1 | – | Sell |
-30,949
| Closed | -$582K | – | 303 |
|
|
2019
Q4 | $582K | Buy |
30,949
+3,539
| +13% | +$66.6K | 0.14% | 125 |
|
|
2019
Q3 | $505K | Buy |
27,410
+529
| +2% | +$9.75K | 0.13% | 140 |
|
|
2019
Q2 | $497K | Buy |
+26,881
| New | +$497K | 0.15% | 136 |
|