CWA
Clarus Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-700
| Closed | -$49K | – | 289 |
|
|
2019
Q2 | $49K | Sell |
700
-4,842
| -87% | -$339K | 0.04% | 268 |
|
|
2019
Q1 | $371K | Buy |
5,542
+275
| +5% | +$18.4K | 0.28% | 50 |
|
|
2018
Q4 | $302K | Buy |
5,267
+885
| +20% | +$50.7K | 0.47% | 40 |
|
|
2018
Q3 | $308K | Sell |
4,382
-230
| -5% | -$16.2K | 0.2% | 60 |
|
|
2018
Q2 | $294K | Hold |
4,612
| – | – | 0.22% | 52 |
|
|
2018
Q1 | $294K | Sell |
4,612
-77
| -2% | -$4.91K | 0.27% | 52 |
|
|
2017
Q4 | $287K | Buy |
+4,689
| New | +$287K | 0.28% | 60 |
|