Wealthcare Advisory Partners’s First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF KNGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,369
| Closed | -$67K | – | 1248 |
|
|
2021
Q1 | $67K | Buy |
+2,369
| New | +$67K | ﹤0.01% | 794 |
|
|
2020
Q2 | – | Sell |
-2,542
| Closed | -$45K | – | 894 |
|
|
2020
Q1 | $45K | Buy |
2,542
+1,504
| +145% | +$26.6K | 0.01% | 529 |
|
|
2019
Q4 | $25K | Buy |
1,038
+12
| +1% | +$289 | ﹤0.01% | 703 |
|
|
2019
Q3 | $23K | Buy |
1,026
+10
| +1% | +$224 | ﹤0.01% | 713 |
|
|
2019
Q2 | $22K | Buy |
1,016
+7
| +0.7% | +$152 | ﹤0.01% | 699 |
|
|
2019
Q1 | $22K | Buy |
1,009
+2
| +0.2% | +$44 | ﹤0.01% | 637 |
|
|
2018
Q4 | $20K | Buy |
1,007
+17
| +2% | +$338 | ﹤0.01% | 622 |
|
|
2018
Q3 | $22K | Hold |
990
| – | – | ﹤0.01% | 648 |
|
|
2018
Q2 | $21K | Buy |
990
+15
| +2% | +$318 | ﹤0.01% | 659 |
|
|
2018
Q1 | $21K | Hold |
975
| – | – | ﹤0.01% | 571 |
|
|
2017
Q4 | $21K | Buy |
+975
| New | +$21K | 0.01% | 532 |
|