Kowal Investment Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,871
| Closed | -$246K | – | 155 |
|
|
2022
Q3 | $246K | Sell |
5,871
-659
| -10% | -$27.6K | 0.08% | 120 |
|
|
2022
Q2 | $313K | Sell |
6,530
-1,822
| -22% | -$87.3K | 0.1% | 100 |
|
|
2022
Q1 | $483K | Sell |
8,352
-654
| -7% | -$37.8K | 0.15% | 60 |
|
|
2021
Q4 | $546K | Buy |
9,006
+130
| +1% | +$7.88K | 0.16% | 49 |
|
|
2021
Q3 | $541K | Buy |
8,876
+42
| +0.5% | +$2.56K | 0.17% | 44 |
|
|
2021
Q2 | $553K | Sell |
8,834
-1,158
| -12% | -$72.5K | 0.2% | 45 |
|
|
2021
Q1 | $601K | Sell |
9,992
-2,455
| -20% | -$148K | 0.24% | 39 |
|
|
2020
Q4 | $729K | Buy |
+12,447
| New | +$729K | 0.34% | 29 |
|