IPW
IronBridge Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-260
| Closed | -$24K | – | 120 |
|
|
2021
Q4 | $24K | Hold |
260
| – | – | 0.01% | 118 |
|
|
2021
Q3 | $22K | Hold |
260
| – | – | 0.01% | 89 |
|
|
2021
Q2 | $22K | Hold |
260
| – | – | 0.01% | 92 |
|
|
2021
Q1 | $21K | Hold |
260
| – | – | 0.01% | 96 |
|
|
2020
Q4 | $19K | Buy |
+260
| New | +$19K | 0.01% | 91 |
|