Clarus Wealth Advisors’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,219
| Closed | -$148K | – | 275 |
|
|
2019
Q2 | $148K | Buy |
4,219
+894
| +27% | +$31.4K | 0.11% | 144 |
|
|
2019
Q1 | $118K | Hold |
3,325
| – | – | 0.09% | 165 |
|
|
2018
Q4 | $107K | Buy |
3,325
+330
| +11% | +$10.6K | 0.17% | 154 |
|
|
2018
Q3 | $108K | Sell |
2,995
-500
| -14% | -$18K | 0.07% | 203 |
|
|
2018
Q2 | $157K | Buy |
+3,495
| New | +$157K | 0.12% | 150 |
|