Laurel Wealth Advisors (California)’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-25,573
| Closed | -$602K | – | 448 |
|
2019
Q3 | $602K | Buy |
25,573
+972
| +4% | +$22.9K | 0.1% | 217 |
|
2019
Q2 | $620K | Sell |
24,601
-216
| -0.9% | -$5.44K | 0.14% | 165 |
|
2019
Q1 | $621K | Buy |
24,817
+1
| +0% | +$25 | 0.15% | 152 |
|
2018
Q4 | $566K | Sell |
24,816
-299
| -1% | -$6.82K | 0.17% | 141 |
|
2018
Q3 | $629K | Sell |
25,115
-2,252
| -8% | -$56.4K | 0.15% | 144 |
|
2018
Q2 | $707K | Buy |
27,367
+8,075
| +42% | +$209K | 0.19% | 123 |
|
2018
Q1 | $565K | Sell |
19,292
-1,800
| -9% | -$52.7K | 0.18% | 136 |
|
2017
Q4 | $588K | Buy |
21,092
+11,100
| +111% | +$309K | 0.17% | 149 |
|
2017
Q3 | $273K | Buy |
9,992
+600
| +6% | +$16.4K | 0.09% | 236 |
|
2017
Q2 | $219K | Buy |
+9,392
| New | +$219K | 0.08% | 262 |
|