Cypress Wealth Services’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $982K | Sell |
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|
2020
Q1 | $809K | Sell |
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|
2019
Q4 | $1.93M | Sell |
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|
2019
Q3 | $1.84M | Sell |
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|
2019
Q2 | $2M | Buy |
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|
2019
Q1 | $1.91M | Buy |
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|
2018
Q4 | $1.41M | Buy |
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|
2018
Q3 | $1.18M | Sell |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $744K | Buy |
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|
2017
Q4 | $651K | Buy |
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