Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $2.39M | Buy |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $327K | Sell |
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|
2019
Q4 | $3.02M | Buy |
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|
2019
Q3 | $2.58M | Buy |
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|
2019
Q2 | $2.1M | Buy |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $646K | Buy |
|