Parisi Gray Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-114
| Closed | -$11K | – | 280 |
|
2021
Q2 | $11K | Buy |
+114
| New | +$11K | ﹤0.01% | 436 |
|
2019
Q2 | – | Sell |
-203
| Closed | -$14K | – | 228 |
|
2019
Q1 | $14K | Hold |
203
| – | – | 0.01% | 344 |
|
2018
Q4 | $12K | Hold |
203
| – | – | 0.01% | 363 |
|
2018
Q3 | $15K | Hold |
203
| – | – | 0.01% | 359 |
|
2018
Q2 | $14K | Hold |
203
| – | – | 0.01% | 369 |
|
2018
Q1 | $13K | Hold |
203
| – | – | 0.01% | 391 |
|
2017
Q4 | $13K | Buy |
+203
| New | +$13K | 0.01% | 404 |
|