Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-155
| Closed | -$12K | – | 907 |
|
|
2022
Q3 | $12K | Buy |
+155
| New | +$12K | ﹤0.01% | 553 |
|
|
2020
Q2 | – | Sell |
-342
| Closed | -$16K | – | 788 |
|
|
2020
Q1 | $16K | Hold |
342
| – | – | 0.01% | 420 |
|
|
2019
Q4 | $25K | Hold |
342
| – | – | 0.01% | 423 |
|
|
2019
Q3 | $23K | Hold |
342
| – | – | 0.01% | 468 |
|
|
2019
Q2 | $24K | Buy |
342
+217
| +174% | +$15.2K | 0.01% | 451 |
|
|
2019
Q1 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 569 |
|