Lenox Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $87K | Hold |
1,466
| – | – | 0.03% | 211 |
|
|
2020
Q1 | $69K | Hold |
1,466
| – | – | 0.02% | 216 |
|
|
2019
Q4 | $96K | Hold |
1,466
| – | – | 0.03% | 224 |
|
|
2019
Q3 | $89K | Hold |
1,466
| – | – | 0.03% | 221 |
|
|
2019
Q2 | $89K | Hold |
1,466
| – | – | 0.03% | 201 |
|
|
2019
Q1 | $87K | Buy |
1,466
+1,388
| +1,779% | +$82.4K | 0.03% | 191 |
|
|
2018
Q4 | $2K | Sell |
78
-145
| -65% | -$3.72K | ﹤0.01% | 552 |
|
|
2018
Q3 | $6K | Buy |
+223
| New | +$6K | ﹤0.01% | 475 |
|