Atlas Private Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-300
| Closed | -$21K | – | 212 |
|
2021
Q1 | $21K | Hold |
300
| – | – | 0.01% | 256 |
|
2020
Q4 | $19K | Hold |
300
| – | – | 0.01% | 262 |
|
2020
Q3 | $14K | Hold |
300
| – | – | 0.01% | 283 |
|
2020
Q2 | $13K | Hold |
300
| – | – | 0.01% | 305 |
|
2020
Q1 | $10K | Hold |
300
| – | – | 0.01% | 311 |
|
2019
Q4 | $14K | Buy |
+300
| New | +$14K | 0.01% | 318 |
|