Iams Wealth Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
10,440
+56
| +0.5% | +$3.35K | 0.29% | 95 |
|
|
2025
Q1 | $569K | Sell |
10,384
-296
| -3% | -$16.2K | 0.26% | 107 |
|
|
2024
Q4 | $552K | Buy |
10,680
+450
| +4% | +$23.3K | 0.25% | 100 |
|
|
2024
Q3 | $555K | Buy |
10,230
+1,030
| +11% | +$55.9K | 0.27% | 99 |
|
|
2024
Q2 | $474K | Sell |
9,200
-2,921
| -24% | -$150K | 0.26% | 98 |
|
|
2024
Q1 | $641K | Buy |
12,121
+897
| +8% | +$47.5K | 0.39% | 73 |
|
|
2023
Q4 | $566K | Sell |
11,224
-645
| -5% | -$32.5K | 0.37% | 76 |
|
|
2023
Q3 | $590K | Buy |
+11,869
| New | +$590K | 0.41% | 73 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 41 |
|