Clarus Wealth Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,255
| Closed | -$168K | – | 635 |
|
|
2019
Q1 | $168K | Buy |
3,255
+50
| +2% | +$2.58K | 0.13% | 125 |
|
|
2018
Q4 | $148K | Buy |
3,205
+100
| +3% | +$4.62K | 0.23% | 122 |
|
|
2018
Q3 | $168K | Hold |
3,105
| – | – | 0.11% | 153 |
|
|
2018
Q2 | $164K | Buy |
+3,105
| New | +$164K | 0.12% | 141 |
|