Atlas Private Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-406
| Closed | -$33K | – | 200 |
|
|
2021
Q1 | $33K | Hold |
406
| – | – | 0.02% | 220 |
|
|
2020
Q4 | $30K | Hold |
406
| – | – | 0.02% | 233 |
|
|
2020
Q3 | $26K | Hold |
406
| – | – | 0.02% | 229 |
|
|
2020
Q2 | $24K | Hold |
406
| – | – | 0.02% | 250 |
|
|
2020
Q1 | $19K | Hold |
406
| – | – | 0.02% | 256 |
|
|
2019
Q4 | $26K | Buy |
+406
| New | +$26K | 0.02% | 259 |
|