Cedar Brook Financial Partners’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,547
| Closed | -$201K | – | 327 |
|
|
2020
Q4 | $201K | Sell |
3,547
-1,446
| -29% | -$81.9K | 0.07% | 305 |
|
|
2020
Q3 | $251K | Sell |
4,993
-1,873
| -27% | -$94.2K | 0.1% | 232 |
|
|
2020
Q2 | $322K | Sell |
6,866
-146
| -2% | -$6.85K | 0.14% | 179 |
|
|
2020
Q1 | $279K | Buy |
7,012
+376
| +6% | +$15K | 0.15% | 178 |
|
|
2019
Q4 | $369K | Sell |
6,636
-5,685
| -46% | -$316K | 0.16% | 175 |
|
|
2019
Q3 | $645K | Sell |
12,321
-10,604
| -46% | -$555K | 0.28% | 105 |
|
|
2019
Q2 | $1.24M | Sell |
22,925
-72
| -0.3% | -$3.89K | 0.57% | 44 |
|
|
2019
Q1 | $1.25M | Buy |
22,997
+1,605
| +8% | +$87.2K | 0.61% | 41 |
|
|
2018
Q4 | $1.05M | Buy |
+21,392
| New | +$1.05M | 0.64% | 41 |
|