IFP 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 |
-2,100
| Closed | -$36K | – | 4144 |
|
|
2018
Q2 | $36K | Hold |
2,100
| – | – | ﹤0.01% | 2100 |
|
|
2018
Q1 | $39K | Hold |
2,100
| – | – | ﹤0.01% | 1975 |
|
|
2017
Q4 | $39K | Sell |
2,100
-3,140
| -60% | -$58.3K | ﹤0.01% | 1969 |
|
|
2017
Q3 | $98K | Buy |
5,240
+2,400
| +85% | +$44.9K | ﹤0.01% | 1568 |
|
|
2017
Q2 | $51K | Hold |
2,840
| – | – | ﹤0.01% | 1954 |
|
|
2017
Q1 | $50K | Sell |
2,840
-200
| -7% | -$3.52K | ﹤0.01% | 1919 |
|
|
2016
Q4 | $48K | Hold |
3,040
| – | – | ﹤0.01% | 1904 |
|
|
2016
Q3 | $52K | Sell |
3,040
-853
| -22% | -$14.6K | ﹤0.01% | 1787 |
|
|
2016
Q2 | $65K | Buy |
+3,893
| New | +$65K | ﹤0.01% | 1604 |
|
|
2016
Q1 | – | Sell |
-8,440
| Closed | -$140K | – | 4475 |
|
|
2015
Q4 | $140K | Buy |
+8,440
| New | +$140K | 0.01% | 1000 |
|