Clarus Wealth Advisors’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,194
| Closed | -$145K | – | 631 |
|
|
2019
Q1 | $145K | Hold |
4,194
| – | – | 0.11% | 142 |
|
|
2018
Q4 | $128K | Buy |
4,194
+50
| +1% | +$1.53K | 0.2% | 132 |
|
|
2018
Q3 | $153K | Sell |
4,144
-400
| -9% | -$14.8K | 0.1% | 167 |
|
|
2018
Q2 | $158K | Buy |
+4,544
| New | +$158K | 0.12% | 149 |
|