Pinnacle Financial Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-200
| Closed | -$10K | – | 437 |
|
|
2020
Q1 | $10K | Sell |
200
-500
| -71% | -$25K | ﹤0.01% | 386 |
|
|
2019
Q4 | $46K | Buy |
+700
| New | +$46K | ﹤0.01% | 393 |
|
|
2019
Q2 | – | Sell |
-700
| Closed | -$42K | – | 393 |
|
|
2019
Q1 | $42K | Buy |
+700
| New | +$42K | ﹤0.01% | 363 |
|
|
2018
Q4 | – | Sell |
-700
| Closed | -$44K | – | 355 |
|
|
2018
Q3 | $44K | Hold |
700
| – | – | ﹤0.01% | 364 |
|
|
2018
Q2 | $42K | Hold |
700
| – | – | ﹤0.01% | 344 |
|
|
2018
Q1 | $41K | Buy |
+700
| New | +$41K | ﹤0.01% | 344 |
|