Liberty Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-175
| Closed | -$11K | – | 892 |
|
|
2020
Q2 | $11K | Buy |
175
+1
| +0.6% | +$63 | 0.01% | 469 |
|
|
2020
Q1 | $8K | Hold |
174
| – | – | 0.01% | 499 |
|
|
2019
Q4 | $12K | Buy |
174
+1
| +0.6% | +$69 | 0.01% | 507 |
|
|
2019
Q3 | $11K | Buy |
173
+1
| +0.6% | +$64 | 0.01% | 500 |
|
|
2019
Q2 | $12K | Hold |
172
| – | – | 0.01% | 482 |
|
|
2019
Q1 | $11K | Hold |
172
| – | – | 0.01% | 421 |
|
|
2018
Q4 | $9K | Buy |
+172
| New | +$9K | 0.01% | 442 |
|