M&R Capital Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $429K | Hold |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $452K | Hold |
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|
2023
Q4 | $453K | Hold |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $390K | Hold |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $343K | Hold |
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|
2022
Q2 | $372K | Hold |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $449K | Hold |
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|
2021
Q3 | $422K | Sell |
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|
2021
Q2 | $436K | Hold |
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|
2021
Q1 | $430K | Hold |
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|
2020
Q4 | $356K | Hold |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $258K | Hold |
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|
2020
Q1 | $188K | Sell |
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|
2019
Q4 | $372K | Hold |
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|
2019
Q3 | $336K | Hold |
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|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $356K | Hold |
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|
2018
Q4 | $300K | Buy |
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|
2018
Q3 | $301K | Hold |
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|
2018
Q2 | $299K | Hold |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $244K | Hold |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $218K | Buy |
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|
2017
Q1 | $166K | Hold |
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|
2016
Q4 | $170K | Buy |
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|
2016
Q3 | $138K | Buy |
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|
2016
Q2 | $124K | Buy |
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