IWA
IBEX Wealth Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-50,848
| Closed | -$2.23M | – | 107 |
|
|
2019
Q3 | $2.23M | Sell |
50,848
-385
| -0.8% | -$16.9K | 0.74% | 58 |
|
|
2019
Q2 | $2.38M | Sell |
51,233
-1,114
| -2% | -$51.8K | 0.69% | 56 |
|
|
2019
Q1 | $2.42M | Buy |
+52,347
| New | +$2.42M | 0.85% | 52 |
|
|
2018
Q4 | – | Sell |
-22,365
| Closed | -$1.15M | – | 86 |
|
|
2018
Q3 | $1.15M | Buy |
+22,365
| New | +$1.15M | 0.41% | 71 |
|