Barber Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $340K | Sell |
|
|||||
|
2022
Q4 | $341K | Sell |
|
|||||
|
2022
Q3 | $321K | Sell |
|
|||||
|
2022
Q2 | $345K | Sell |
|
|||||
|
2022
Q1 | $738K | Sell |
|
|||||
|
2021
Q4 | $950K | Sell |
|
|||||
|
2021
Q3 | $968K | Sell |
|
|||||
|
2021
Q2 | $1.01M | Sell |
|
|||||
|
2021
Q1 | $1.27M | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $201K | Buy |
|