NewSquare Capital’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-155
| Closed | -$15.4K | – | 394 |
|
2024
Q1 | $15.4K | Hold |
155
| – | – | ﹤0.01% | 226 |
|
2023
Q4 | $14K | Hold |
155
| – | – | ﹤0.01% | 255 |
|
2023
Q3 | $12.6K | Hold |
155
| – | – | ﹤0.01% | 289 |
|
2023
Q2 | $13K | Hold |
155
| – | – | ﹤0.01% | 314 |
|
2023
Q1 | $12.5K | Buy |
+155
| New | +$12.5K | ﹤0.01% | 324 |
|