ICA Group Wealth Management’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-150
| Closed | -$18.7K | – | 952 |
|
|
2024
Q1 | $18.7K | Hold |
150
| – | – | ﹤0.01% | 772 |
|
|
2023
Q4 | $16.8K | Buy |
+150
| New | +$16.8K | ﹤0.01% | 768 |
|
|
2023
Q3 | – | Sell |
-150
| Closed | -$15.8K | – | 537 |
|
|
2023
Q2 | $15.8K | Hold |
150
| – | – | ﹤0.01% | 749 |
|
|
2023
Q1 | $14.7K | Hold |
150
| – | – | ﹤0.01% | 733 |
|
|
2022
Q4 | $14.2K | Buy |
+150
| New | +$14.2K | ﹤0.01% | 755 |
|