Kowal Investment Group’s First Trust Multi Cap Value AlphaDEX Fund FAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $436K | Sell |
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|
2021
Q3 | $490K | Sell |
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|
2021
Q2 | $519K | Sell |
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|
2021
Q1 | $608K | Sell |
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|
2020
Q4 | $675K | Buy |
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