Creative Planning’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-886
| Closed | -$33K | – | 2433 |
|
|
2017
Q2 | $33K | Buy |
886
+811
| +1,081% | +$30.2K | ﹤0.01% | 2805 |
|
|
2017
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 4081 |
|
|
2016
Q4 | $2K | Sell |
75
-69
| -48% | -$1.84K | ﹤0.01% | 4149 |
|
|
2016
Q3 | $5K | Buy |
144
+76
| +112% | +$2.64K | ﹤0.01% | 3779 |
|
|
2016
Q2 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 3905 |
|
|
2014
Q3 | – | Sell |
-440
| Closed | -$16K | – | 3891 |
|
|
2014
Q2 | $16K | Buy |
+440
| New | +$16K | ﹤0.01% | 2576 |
|