Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $608K | Buy |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $625K | Buy |
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|
2022
Q3 | $562K | Buy |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $645K | Sell |
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|
2021
Q3 | $655K | Buy |
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|
2021
Q2 | $659K | Buy |
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|
2021
Q1 | $614K | Sell |
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|
2020
Q4 | $571K | Sell |
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|
2020
Q3 | $856K | Sell |
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|
2020
Q2 | $867K | Sell |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $1.61M | Sell |
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|
2019
Q3 | $1.55M | Sell |
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|
2019
Q2 | $2.05M | Buy |
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|
2019
Q1 | $1.96M | Buy |
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|
2018
Q4 | $1.6M | Buy |
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