Silver Oak Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,705
| Closed | -$508K | – | 648 |
|
|
2024
Q3 | $508K | Buy |
+30,705
| New | +$508K | 0.05% | 331 |
|
|
2024
Q1 | – | Sell |
-128,442
| Closed | -$2.01M | – | 518 |
|
|
2023
Q4 | $2.01M | Buy |
+128,442
| New | +$2.01M | 0.27% | 81 |
|
|
2023
Q3 | – | Sell |
-25,481
| Closed | -$371K | – | 476 |
|
|
2023
Q2 | $371K | Sell |
25,481
-65,434
| -72% | -$953K | 0.06% | 290 |
|
|
2023
Q1 | $1.33M | Buy |
+90,915
| New | +$1.33M | 0.22% | 86 |
|