Epstein & White Financial’s First Trust Large Cap Core AlphaDEX Fund FEX 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 | $247K | Sell |
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|
2020
Q4 | $241K | Sell |
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|
2020
Q3 | $251K | Sell |
|
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $200K | Buy |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $253K | Buy |
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|
2019
Q2 | $253K | Sell |
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|
2019
Q1 | $260K | Buy |
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|
2018
Q4 | $226K | Buy |
|
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|
2018
Q3 | $270K | Hold |
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|
2018
Q2 | $257K | Sell |
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|
2018
Q1 | $343K | Sell |
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|
2017
Q4 | $356K | Buy |
|