Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,771
| Closed | -$69K | – | 333 |
|
|
2019
Q1 | $69K | Sell |
3,771
-854
| -18% | -$15.6K | 0.05% | 189 |
|
|
2018
Q4 | $78K | Sell |
4,625
-11,414
| -71% | -$192K | 0.07% | 170 |
|
|
2018
Q3 | $297K | Hold |
16,039
| – | – | 0.22% | 91 |
|
|
2018
Q2 | $293K | Sell |
16,039
-4,336
| -21% | -$79.2K | 0.22% | 87 |
|
|
2018
Q1 | $364K | Buy |
20,375
+6,176
| +43% | +$110K | 0.27% | 75 |
|
|
2017
Q4 | $270K | Buy |
+14,199
| New | +$270K | 0.22% | 80 |
|
|
2017
Q3 | – | Sell |
-20,901
| Closed | -$403K | – | 79 |
|
|
2017
Q2 | $403K | Hold |
20,901
| – | – | 0.37% | 56 |
|
|
2017
Q1 | $408K | Buy |
20,901
+48
| +0.2% | +$937 | 0.38% | 56 |
|
|
2016
Q4 | $399K | Buy |
+20,853
| New | +$399K | 0.41% | 53 |
|