JPLA
Joseph P. Lucia & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,025
| Closed | -$16K | – | 301 |
|
|
2022
Q2 | $16K | Hold |
1,025
| – | – | 0.01% | 274 |
|
|
2022
Q1 | $17K | Buy |
+1,025
| New | +$17K | 0.01% | 283 |
|
|
2021
Q4 | – | Sell |
-1,025
| Closed | -$17K | – | 377 |
|
|
2021
Q3 | $17K | Sell |
1,025
-700
| -41% | -$11.6K | 0.01% | 327 |
|
|
2021
Q2 | $29K | Sell |
1,725
-500
| -22% | -$8.41K | 0.02% | 271 |
|
|
2021
Q1 | $36K | Sell |
2,225
-425
| -16% | -$6.88K | 0.02% | 231 |
|
|
2020
Q4 | $40K | Buy |
+2,650
| New | +$40K | 0.03% | 198 |
|
|
2020
Q3 | – | Sell |
-2,650
| Closed | -$36K | – | 308 |
|
|
2020
Q2 | $36K | Hold |
2,650
| – | – | 0.03% | 195 |
|
|
2020
Q1 | $31K | Hold |
2,650
| – | – | 0.03% | 194 |
|
|
2019
Q4 | $50K | Hold |
2,650
| – | – | 0.05% | 178 |
|
|
2019
Q3 | $49K | Hold |
2,650
| – | – | 0.05% | 176 |
|
|
2019
Q2 | $49K | Sell |
2,650
-46,640
| -95% | -$862K | 0.05% | 172 |
|
|
2019
Q1 | $2.65K | Buy |
+49,290
| New | +$2.65K | 0.2% | 75 |
|