Intercontinental Wealth Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Sell |
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|
2021
Q1 | $327K | Hold |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $200K | Sell |
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|
2020
Q2 | $314K | Hold |
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|
2020
Q1 | $229K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $255K | Sell |
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|
2018
Q4 | $381K | Hold |
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|
2018
Q3 | $477K | Sell |
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|
2018
Q2 | $495K | Hold |
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|
2018
Q1 | $455K | Hold |
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|
2017
Q4 | $474K | Sell |
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|
2017
Q3 | $470K | Hold |
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|
2017
Q2 | $449K | Hold |
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|
2017
Q1 | $450K | Hold |
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|
2016
Q4 | $459K | Hold |
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|
2016
Q3 | $407K | Hold |
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|
2016
Q2 | $374K | Hold |
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|
2016
Q1 | $375K | Hold |
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|
2015
Q4 | $357K | Buy |
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