BWA
Burt Wealth Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,197
| Closed | -$30K | – | 362 |
|
|
2018
Q3 | $30K | Hold |
1,197
| – | – | 0.01% | 219 |
|
|
2018
Q2 | $31K | Hold |
1,197
| – | – | 0.01% | 212 |
|
|
2018
Q1 | $35K | Hold |
1,197
| – | – | 0.02% | 209 |
|
|
2017
Q4 | $33K | Hold |
1,197
| – | – | 0.02% | 211 |
|
|
2017
Q3 | $33K | Hold |
1,197
| – | – | 0.02% | 204 |
|
|
2017
Q2 | $28K | Hold |
1,197
| – | – | 0.02% | 233 |
|
|
2017
Q1 | $27K | Hold |
1,197
| – | – | 0.02% | 210 |
|
|
2016
Q4 | $24K | Hold |
1,197
| – | – | 0.02% | 219 |
|
|
2016
Q3 | $24K | Hold |
1,197
| – | – | 0.03% | 209 |
|
|
2016
Q2 | $22K | Hold |
1,197
| – | – | 0.02% | 208 |
|
|
2016
Q1 | $23K | Buy |
+1,197
| New | +$23K | 0.02% | 232 |
|
|
2015
Q4 | – | Sell |
-1,197
| Closed | -$21K | – | 532 |
|
|
2015
Q3 | $21K | Hold |
1,197
| – | – | 0.03% | 180 |
|
|
2015
Q2 | $27K | Hold |
1,197
| – | – | 0.03% | 179 |
|
|
2015
Q1 | $2K | Hold |
1,197
| – | – | ﹤0.01% | 318 |
|
|
2014
Q4 | $26K | Buy |
+1,197
| New | +$26K | 0.03% | 172 |
|