Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,026
| Closed | -$1.57M | – | 556 |
|
|
2023
Q4 | $1.57M | Buy |
15,026
+1,525
| +11% | +$159K | 0.27% | 71 |
|
|
2023
Q3 | $1.24M | Buy |
13,501
+3,386
| +33% | +$312K | 0.25% | 82 |
|
|
2023
Q2 | $974K | Buy |
10,115
+1,730
| +21% | +$167K | 0.2% | 101 |
|
|
2023
Q1 | $754K | Buy |
8,385
+1,080
| +15% | +$97.2K | 0.16% | 125 |
|
|
2022
Q4 | $642K | Buy |
+7,305
| New | +$642K | 0.14% | 149 |
|