PWMAG
Pinnacle Wealth Management Advisory Group’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-85,175
| Closed | -$2.26M | – | 173 |
|
|
2019
Q4 | $2.26M | Buy |
85,175
+2,200
| +3% | +$58.4K | 0.85% | 29 |
|
|
2019
Q3 | $1.95M | Sell |
82,975
-45,455
| -35% | -$1.07M | 0.82% | 32 |
|
|
2019
Q2 | $3.24M | Buy |
128,430
+19,895
| +18% | +$501K | 1.38% | 16 |
|
|
2019
Q1 | $2.72M | Buy |
108,535
+23,115
| +27% | +$579K | 1.23% | 18 |
|
|
2018
Q4 | $1.95M | Buy |
+85,420
| New | +$1.95M | 1.06% | 22 |
|