WFG Advisors’s First Trust International Multi-Asset Diversified Income Index Fund YDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $183K | Buy |
10,189
+478
| +5% | +$8.59K | 0.04% | 386 |
|
|
2017
Q1 | $170K | Buy |
9,711
+2,236
| +30% | +$39.1K | 0.05% | 367 |
|
|
2016
Q4 | $119K | Buy |
7,475
+27
| +0.4% | +$430 | 0.03% | 480 |
|
|
2016
Q3 | $127K | Buy |
7,448
+8
| +0.1% | +$136 | 0.03% | 470 |
|
|
2016
Q2 | $124K | Buy |
7,440
+2,227
| +43% | +$37.1K | 0.03% | 450 |
|
|
2016
Q1 | $89K | Buy |
5,213
+2,078
| +66% | +$35.5K | 0.03% | 504 |
|
|
2015
Q4 | $52K | Buy |
3,135
+1,316
| +72% | +$21.8K | 0.02% | 651 |
|
|
2015
Q3 | $29K | Buy |
1,819
+706
| +63% | +$11.3K | 0.01% | 793 |
|
|
2015
Q2 | $20K | Buy |
1,113
+7
| +0.6% | +$126 | 0.01% | 985 |
|
|
2015
Q1 | $21K | Buy |
1,106
+2
| +0.2% | +$38 | 0.01% | 979 |
|
|
2014
Q4 | $21K | Buy |
+1,104
| New | +$21K | ﹤0.01% | 1212 |
|