Personal CFO Solutions’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,084
| Closed | -$307K | – | 520 |
|
|
2024
Q3 | $307K | Buy |
3,084
+20
| +0.7% | +$1.99K | 0.04% | 415 |
|
|
2024
Q2 | $277K | Buy |
3,064
+3
| +0.1% | +$271 | 0.04% | 409 |
|
|
2024
Q1 | $285K | Buy |
3,061
+89
| +3% | +$8.3K | 0.04% | 410 |
|
|
2023
Q4 | $272K | Sell |
2,972
-399
| -12% | -$36.5K | 0.05% | 398 |
|
|
2023
Q3 | $272K | Buy |
+3,371
| New | +$272K | 0.05% | 344 |
|