IWM
Iams Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,197
| Closed | -$1.25M | – | 143 |
|
|
2024
Q1 | $1.25M | Buy |
13,197
+4,377
| +50% | +$415K | 0.76% | 40 |
|
|
2023
Q4 | $795K | Sell |
8,820
-12,412
| -58% | -$1.12M | 0.51% | 62 |
|
|
2023
Q3 | $1.72M | Buy |
+21,232
| New | +$1.72M | 1.19% | 23 |
|
|
2023
Q2 | – | Sell |
-20,294
| Closed | -$1.61M | – | 38 |
|
|
2023
Q1 | $1.61M | Buy |
20,294
+2,048
| +11% | +$163K | 1.34% | 15 |
|
|
2022
Q4 | $1.46M | Buy |
+18,246
| New | +$1.46M | 1.49% | 12 |
|