AWA
Acorn Wealth Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,792
| Closed | -$253K | – | 116 |
|
|
2018
Q3 | $253K | Sell |
4,792
-432
| -8% | -$22.8K | 0.25% | 96 |
|
|
2018
Q2 | $309K | Buy |
5,224
+2,657
| +104% | +$157K | 0.26% | 78 |
|
|
2018
Q1 | $161K | Buy |
2,567
+77
| +3% | +$4.83K | 0.14% | 122 |
|
|
2017
Q4 | $161K | Buy |
+2,490
| New | +$161K | 0.15% | 117 |
|