Cypress Wealth Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $885K | Sell |
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|
2020
Q4 | $800K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $631K | Sell |
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|
2020
Q1 | $553K | Sell |
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|
2019
Q4 | $2.13M | Sell |
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|
2019
Q3 | $1.98M | Sell |
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|
2019
Q2 | $2.49M | Buy |
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|
2019
Q1 | $2.46M | Buy |
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|
2018
Q4 | $1.75M | Buy |
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|
2018
Q3 | $966K | Buy |
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|
2018
Q2 | $866K | Buy |
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|
2018
Q1 | $586K | Buy |
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|
2017
Q4 | $526K | Buy |
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