Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,100
| Closed | -$40K | – | 713 |
|
|
2016
Q3 | $40K | Hold |
2,100
| – | – | 0.01% | 453 |
|
|
2016
Q2 | $41K | Hold |
2,100
| – | – | 0.02% | 440 |
|
|
2016
Q1 | $39K | Hold |
2,100
| – | – | 0.02% | 419 |
|
|
2015
Q4 | $39K | Hold |
2,100
| – | – | 0.02% | 443 |
|
|
2015
Q3 | $39K | Sell |
2,100
-1,100
| -34% | -$20.4K | 0.02% | 430 |
|
|
2015
Q2 | $64K | Sell |
3,200
-569
| -15% | -$11.4K | 0.02% | 343 |
|
|
2015
Q1 | $79K | Buy |
+3,769
| New | +$79K | 0.03% | 304 |
|