Creative Planning’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$68K | – | 2510 |
|
|
2017
Q2 | $68K | Hold |
2,000
| – | – | ﹤0.01% | 2263 |
|
|
2017
Q1 | $68K | Hold |
2,000
| – | – | ﹤0.01% | 2225 |
|
|
2016
Q4 | $70K | Hold |
2,000
| – | – | ﹤0.01% | 2101 |
|
|
2016
Q3 | $62K | Buy |
2,000
+1,550
| +344% | +$48.1K | ﹤0.01% | 2166 |
|
|
2016
Q2 | $13K | Hold |
450
| – | – | ﹤0.01% | 3031 |
|
|
2016
Q1 | $13K | Hold |
450
| – | – | ﹤0.01% | 3017 |
|
|
2015
Q4 | $12K | Buy |
+450
| New | +$12K | ﹤0.01% | 3135 |
|