Liberty Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-143
| Closed | -$10K | – | 515 |
|
|
2021
Q3 | $10K | Sell |
143
-2
| -1% | -$140 | ﹤0.01% | 816 |
|
|
2021
Q2 | $11K | Hold |
145
| – | – | ﹤0.01% | 632 |
|
|
2021
Q1 | $9K | Hold |
145
| – | – | ﹤0.01% | 615 |
|
|
2020
Q4 | $9K | Hold |
145
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $7K | Hold |
145
| – | – | ﹤0.01% | 572 |
|
|
2020
Q2 | $6K | Hold |
145
| – | – | ﹤0.01% | 575 |
|
|
2020
Q1 | $5K | Hold |
145
| – | – | ﹤0.01% | 570 |
|
|
2019
Q4 | $6K | Hold |
145
| – | – | ﹤0.01% | 637 |
|
|
2019
Q3 | $6K | Hold |
145
| – | – | 0.01% | 607 |
|
|
2019
Q2 | $7K | Hold |
145
| – | – | 0.01% | 593 |
|
|
2019
Q1 | $6K | Hold |
145
| – | – | ﹤0.01% | 509 |
|
|
2018
Q4 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 546 |
|