WealthPLAN Partners’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
Q4 | – | Sell |
-12,225
| Closed | -$175K | – | 338 |
|
|
2020
Q3 | $175K | Sell |
12,225
-8,574
| -41% | -$123K | 0.02% | 295 |
|
|
2020
Q2 | $300K | Sell |
20,799
-14,341
| -41% | -$207K | 0.03% | 240 |
|
|
2020
Q1 | $445K | Buy |
+35,140
| New | +$445K | 0.06% | 165 |
|
|
2016
Q3 | $4.47K | Sell |
240
-3,132
| -93% | -$58.3K | ﹤0.01% | 736 |
|
|
2016
Q2 | $32.6K | Buy |
+3,372
| New | +$32.6K | ﹤0.01% | 1128 |
|
|
2015
Q4 | $71K | Buy |
+11,586
| New | +$71K | 0.01% | 527 |
|
|
2015
Q2 | $585K | Sell |
29,315
-131,570
| -82% | -$2.63M | 0.26% | 55 |
|
|
2015
Q1 | $3.39M | Buy |
+160,885
| New | +$3.39M | 1.58% | 12 |
|