Ignite Planners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,348
| Closed | -$257K | – | 300 |
|
|
2023
Q3 | $257K | Sell |
4,348
-780
| -15% | -$46.1K | 0.08% | 266 |
|
|
2023
Q2 | $328K | Hold |
5,128
| – | – | 0.13% | 176 |
|
|
2023
Q1 | $301K | Hold |
5,128
| – | – | 0.12% | 191 |
|
|
2022
Q4 | $310K | Sell |
5,128
-674
| -12% | -$40.8K | 0.13% | 183 |
|
|
2022
Q3 | $320K | Sell |
5,802
-295
| -5% | -$16.3K | 0.26% | 123 |
|
|
2022
Q2 | $345K | Buy |
6,097
+367
| +6% | +$20.8K | 0.28% | 108 |
|
|
2022
Q1 | $365K | Sell |
5,730
-1,880
| -25% | -$120K | 0.24% | 119 |
|
|
2021
Q4 | $514K | Buy |
+7,610
| New | +$514K | 0.33% | 90 |
|