Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,571
| Closed | -$40.4K | – | 2235 |
|
|
2024
Q2 | $40.4K | Sell |
2,571
-662
| -20% | -$10.4K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $51.1K | Hold |
3,233
| – | – | ﹤0.01% | 1208 |
|
|
2023
Q4 | $50K | Buy |
3,233
+818
| +34% | +$12.6K | ﹤0.01% | 1205 |
|
|
2023
Q3 | $35.3K | Buy |
2,415
+168
| +7% | +$2.45K | ﹤0.01% | 1297 |
|
|
2023
Q2 | $32.7K | Sell |
2,247
-400
| -15% | -$5.82K | ﹤0.01% | 1379 |
|
|
2023
Q1 | $38.8K | Buy |
2,647
+2,047
| +341% | +$30K | ﹤0.01% | 1308 |
|
|
2022
Q4 | $9K | Buy |
+600
| New | +$9K | ﹤0.01% | 1662 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$6K | – | 2437 |
|
|
2022
Q2 | $6K | Sell |
400
-400
| -50% | -$6K | ﹤0.01% | 2078 |
|
|
2022
Q1 | $13K | Sell |
800
-897
| -53% | -$14.6K | ﹤0.01% | 1952 |
|
|
2021
Q4 | $28K | Buy |
1,697
+600
| +55% | +$9.9K | ﹤0.01% | 1991 |
|
|
2021
Q3 | $18K | Hold |
1,097
| – | – | ﹤0.01% | 1903 |
|
|
2021
Q2 | $19K | Sell |
1,097
-5,940
| -84% | -$103K | ﹤0.01% | 1890 |
|
|
2021
Q1 | $114K | Buy |
+7,037
| New | +$114K | ﹤0.01% | 1351 |
|