Bison Wealth’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $818K | Hold |
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|
2024
Q1 | $818K | Buy |
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|
2023
Q4 | $772K | Sell |
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|
2023
Q3 | $694K | Sell |
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|
2023
Q2 | $739K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $377K | Buy |
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|
2019
Q3 | $348K | Hold |
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|
2019
Q2 | $357K | Sell |
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|
2019
Q1 | $413K | Sell |
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|
2018
Q4 | $364K | Sell |
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|
2018
Q3 | $552K | Buy |
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|
2018
Q2 | $479K | Buy |
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|
2018
Q1 | $379K | Buy |
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|
2017
Q4 | $376K | Hold |
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|
2017
Q3 | $362K | Hold |
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|
2017
Q2 | $342K | Sell |
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|
2017
Q1 | $403K | Buy |
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|
2016
Q4 | $399K | Buy |
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|
2016
Q3 | $344K | Sell |
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|
2016
Q2 | $330K | Sell |
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|
2016
Q1 | $393K | Sell |
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|
2015
Q4 | $543K | Sell |
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|
2015
Q3 | $589K | Buy |
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