1776 Wealth’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $672K | Hold |
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|
2024
Q2 | $895K | Buy |
|
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|
2024
Q1 | $610K | Hold |
|
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|
2023
Q4 | $554K | Hold |
|
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|
2023
Q3 | $499K | Hold |
|
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|
2023
Q2 | $516K | Sell |
|
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|
2023
Q1 | $519K | Buy |
|
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|
2022
Q4 | $492K | Sell |
|
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|
2022
Q3 | $466K | Hold |
|
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|
2022
Q2 | $491K | Hold |
|
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|
2022
Q1 | $569K | Sell |
|
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|
2021
Q4 | $873K | Hold |
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|
2021
Q3 | $799K | Sell |
|
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|
2021
Q2 | $1.09M | Hold |
|
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|
2021
Q1 | $997K | Hold |
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|
2020
Q4 | $936K | Hold |
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|
2020
Q3 | $805K | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $2.03M | Buy |
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|
2019
Q4 | $1.2M | Buy |
|