Horan Securities’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-80
| Closed | -$4.82K | – | 305 |
|
2023
Q2 | $4.82K | Hold |
80
| – | – | ﹤0.01% | 478 |
|
2023
Q1 | $4.63K | Hold |
80
| – | – | ﹤0.01% | 477 |
|
2022
Q4 | $4.42K | Hold |
80
| – | – | ﹤0.01% | 466 |
|
2022
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 424 |
|
2022
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 444 |
|
2022
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 378 |
|
2021
Q4 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 368 |
|
2021
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 344 |
|
2021
Q1 | $6K | Buy |
+80
| New | +$6K | 0.01% | 310 |
|