Stonehearth Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,349
| Closed | -$232K | – | 56 |
|
|
2019
Q4 | $232K | Hold |
12,349
| – | – | 0.15% | 54 |
|
|
2019
Q3 | $228K | Sell |
12,349
-2,126
| -15% | -$39.3K | 0.17% | 50 |
|
|
2019
Q2 | $268K | Sell |
14,475
-2,558
| -15% | -$47.4K | 0.2% | 45 |
|
|
2019
Q1 | $313K | Hold |
17,033
| – | – | 0.24% | 40 |
|
|
2018
Q4 | $287K | Buy |
+17,033
| New | +$287K | 0.24% | 37 |
|
|
2015
Q4 | – | Sell |
-16,389
| Closed | -$301K | – | 45 |
|
|
2015
Q3 | $301K | Buy |
+16,389
| New | +$301K | 0.22% | 35 |
|