Northwest Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $715K | Sell |
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|
2019
Q2 | $882K | Hold |
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|
2019
Q1 | $885K | Sell |
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|
2018
Q4 | $1.38M | Buy |
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|
2018
Q3 | $847K | Sell |
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|
2018
Q2 | $828K | Sell |
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|
2018
Q1 | $761K | Buy |
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|
2017
Q4 | $751K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $640K | Hold |
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|
2017
Q1 | $626K | Hold |
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|
2016
Q4 | $620K | Buy |
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