Quantum Private Wealth’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$262K Sell
2023
Q3
$237K Hold
2023
Q2
$253K Hold
2023
Q1
$243K Sell
2022
Q4
$238K Sell
2022
Q3
$272K Hold
2022
Q2
$273K Buy
2022
Q1
$341K Hold
2021
Q4
$373K Buy