Alliance Wealth Advisors (Pennsylvania)’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,037
| Closed | -$312K | – | 117 |
|
|
2021
Q4 | $312K | Sell |
3,037
-180
| -6% | -$18.5K | 0.25% | 85 |
|
|
2021
Q3 | $314K | Sell |
3,217
-252
| -7% | -$24.6K | 0.28% | 79 |
|
|
2021
Q2 | $347K | Buy |
3,469
+147
| +4% | +$14.7K | 0.31% | 74 |
|
|
2021
Q1 | $312K | Sell |
3,322
-29,466
| -90% | -$2.77M | 0.31% | 77 |
|
|
2020
Q4 | $2.72M | Buy |
+32,788
| New | +$2.72M | 2.86% | 6 |
|