Golden State Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,062
| Closed | -$89K | – | 300 |
|
|
2020
Q3 | $89K | Buy |
+1,062
| New | +$89K | 0.03% | 272 |
|
|
2020
Q2 | – | Sell |
-1,061
| Closed | -$64K | – | 432 |
|
|
2020
Q1 | $64K | Buy |
+1,061
| New | +$64K | 0.03% | 316 |
|
|
2019
Q4 | – | Sell |
-2,130
| Closed | -$149K | – | 363 |
|
|
2019
Q3 | $149K | Buy |
2,130
+340
| +19% | +$23.8K | 0.05% | 245 |
|
|
2019
Q2 | $125K | Buy |
+1,790
| New | +$125K | 0.04% | 302 |
|