IWM
Iams Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,892
| Closed | -$1.7M | – | 149 |
|
|
2024
Q2 | $1.7M | Sell |
13,892
-3,909
| -22% | -$479K | 0.93% | 37 |
|
|
2024
Q1 | $2.13M | Buy |
17,801
+1,505
| +9% | +$180K | 1.3% | 15 |
|
|
2023
Q4 | $1.79M | Sell |
16,296
-10,765
| -40% | -$1.18M | 1.15% | 20 |
|
|
2023
Q3 | $2.62M | Buy |
+27,061
| New | +$2.62M | 1.81% | 13 |
|
|
2023
Q2 | – | Sell |
-25,990
| Closed | -$2.38M | – | 50 |
|
|
2023
Q1 | $2.38M | Buy |
25,990
+6,498
| +33% | +$596K | 1.98% | 7 |
|
|
2022
Q4 | $1.78M | Buy |
+19,492
| New | +$1.78M | 1.81% | 11 |
|