Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-68
| Closed | -$7K | – | 244 |
|
|
2022
Q1 | $7K | Buy |
68
+2
| +3% | +$206 | ﹤0.01% | 419 |
|
|
2021
Q4 | $7K | Sell |
66
-3
| -4% | -$318 | ﹤0.01% | 333 |
|
|
2021
Q3 | $7K | Hold |
69
| – | – | ﹤0.01% | 300 |
|
|
2021
Q2 | $7K | Buy |
69
+19
| +38% | +$1.93K | ﹤0.01% | 303 |
|
|
2021
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 289 |
|