Iams Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,464
| Closed | -$312K | – | 146 |
|
|
2024
Q1 | $312K | Buy |
+3,464
| New | +$312K | 0.19% | 96 |
|
|
2023
Q4 | – | Sell |
-5,026
| Closed | -$405K | – | 113 |
|
|
2023
Q3 | $405K | Buy |
+5,026
| New | +$405K | 0.28% | 86 |
|
|
2023
Q2 | – | Sell |
-4,465
| Closed | -$353K | – | 66 |
|
|
2023
Q1 | $353K | Buy |
4,465
+127
| +3% | +$10K | 0.29% | 82 |
|
|
2022
Q4 | $340K | Buy |
+4,338
| New | +$340K | 0.35% | 76 |
|