IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,059
| Closed | -$66.6K | – | 460 |
|
|
2023
Q4 | $66.6K | Sell |
1,059
-39,378
| -97% | -$2.48M | 0.02% | 135 |
|
|
2023
Q3 | $2.28M | Sell |
40,437
-1,161
| -3% | -$65.4K | 0.64% | 28 |
|
|
2023
Q2 | $2.5M | Buy |
41,598
+9,733
| +31% | +$586K | 0.66% | 28 |
|
|
2023
Q1 | $1.84M | Buy |
31,865
+12,391
| +64% | +$717K | 0.51% | 35 |
|
|
2022
Q4 | $1.08M | Buy |
19,474
+18,794
| +2,764% | +$1.04M | 0.32% | 37 |
|
|
2022
Q3 | $37K | Buy |
+680
| New | +$37K | 0.01% | 150 |
|