KLI
Kelman-Lazarov Inc’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-250
| Closed | -$11.7K | – | 152 |
|
|
2016
Q4 | $11.7K | Hold |
250
| – | – | 0.01% | 251 |
|
|
2016
Q3 | $10.6K | Sell |
250
-26,000
| -99% | -$1.1M | 0.01% | 292 |
|
|
2016
Q2 | $1.05M | Sell |
26,250
-8,585
| -25% | -$343K | 0.6% | 52 |
|
|
2016
Q1 | $1.41M | Buy |
+34,835
| New | +$1.41M | 0.83% | 38 |
|