CWA
Clarus Wealth Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,300
| Closed | -$61K | – | 294 |
|
|
2019
Q2 | $61K | Sell |
1,300
-5,115
| -80% | -$240K | 0.04% | 250 |
|
|
2019
Q1 | $296K | Buy |
6,415
+170
| +3% | +$7.84K | 0.22% | 64 |
|
|
2018
Q4 | $251K | Buy |
6,245
+180
| +3% | +$7.24K | 0.39% | 51 |
|
|
2018
Q3 | $317K | Sell |
6,065
-105
| -2% | -$5.49K | 0.21% | 57 |
|
|
2018
Q2 | $268K | Hold |
6,170
| – | – | 0.2% | 67 |
|
|
2018
Q1 | $268K | Buy |
6,170
+298
| +5% | +$12.9K | 0.25% | 67 |
|
|
2017
Q4 | $250K | Buy |
+5,872
| New | +$250K | 0.24% | 74 |
|