Perigon Wealth Management’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.1M | Sell |
|
|||||
|
2025
Q2 | $1.94M | Sell |
|
|||||
|
2025
Q1 | $1.85M | Buy |
|
|||||
|
2024
Q4 | $2.03M | Buy |
|
|||||
|
2024
Q3 | $1.99M | Buy |
|
|||||
|
2024
Q2 | $1.79M | Buy |
|
|||||
|
2024
Q1 | $1.83M | Buy |
|
|||||
|
2023
Q4 | $1.68M | Sell |
|
|||||
|
2023
Q3 | $1.52M | Buy |
|
|||||
|
2023
Q2 | $1.57M | Hold |
|
|||||
|
2023
Q1 | $1.47M | Sell |
|
|||||
|
2022
Q4 | $1.45M | Sell |
|
|||||
|
2022
Q3 | $1.34M | Hold |
|
|||||
|
2022
Q2 | $1.4M | Sell |
|
|||||
|
2022
Q1 | $1.64M | Buy |
|
|||||
|
2021
Q4 | $1.71M | Buy |
|
|||||
|
2021
Q3 | $1.6M | Buy |
|