IWM
Integrated Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.81M | Buy |
35,009
+4,030
| +13% | +$208K | 0.61% | 46 |
|
|
2016
Q4 | $1.51M | Buy |
30,979
+15,294
| +98% | +$746K | 0.56% | 52 |
|
|
2016
Q3 | $733K | Buy |
15,685
+12,969
| +478% | +$606K | 0.26% | 87 |
|
|
2016
Q2 | $122K | Buy |
2,716
+2,581
| +1,912% | +$116K | 0.05% | 290 |
|
|
2016
Q1 | $6K | Hold |
135
| – | – | ﹤0.01% | 811 |
|
|
2015
Q4 | $6K | Hold |
135
| – | – | ﹤0.01% | 885 |
|
|
2015
Q3 | $6K | Hold |
135
| – | – | ﹤0.01% | 889 |
|
|
2015
Q2 | $6K | Hold |
135
| – | – | ﹤0.01% | 906 |
|
|
2015
Q1 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 889 |
|