J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,050
| Closed | -$203K | – | 1951 |
|
|
2022
Q1 | $203K | Sell |
3,050
-350
| -10% | -$23.3K | ﹤0.01% | 1906 |
|
|
2021
Q4 | $252K | Hold |
3,400
| – | – | ﹤0.01% | 1818 |
|
|
2021
Q3 | $244K | Hold |
3,400
| – | – | ﹤0.01% | 1775 |
|
|
2021
Q2 | $256K | Hold |
3,400
| – | – | ﹤0.01% | 1730 |
|
|
2021
Q1 | $231K | Hold |
3,400
| – | – | ﹤0.01% | 1631 |
|
|
2020
Q4 | $222K | Buy |
+3,400
| New | +$222K | ﹤0.01% | 1608 |
|