DB Wealth Management Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-387
| Closed | -$29K | – | 340 |
|
2021
Q4 | $29K | Buy |
387
+2
| +0.5% | +$150 | 0.02% | 207 |
|
2021
Q3 | $28K | Hold |
385
| – | – | 0.02% | 204 |
|
2021
Q2 | $28K | Hold |
385
| – | – | 0.02% | 202 |
|
2021
Q1 | $27K | Hold |
385
| – | – | 0.02% | 207 |
|
2020
Q4 | $24K | Buy |
+385
| New | +$24K | 0.02% | 208 |
|