SPWG
Sage Private Wealth Group’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-127
| Closed | -$10K | – | 89 |
|
|
2022
Q3 | $10K | Hold |
127
| – | – | 0.01% | 147 |
|
|
2022
Q2 | $11K | Buy |
127
+1
| +0.8% | +$87 | 0.02% | 137 |
|
|
2022
Q1 | $12K | Hold |
126
| – | – | 0.01% | 137 |
|
|
2021
Q4 | $13K | Hold |
126
| – | – | 0.02% | 135 |
|
|
2021
Q3 | $12K | Hold |
126
| – | – | 0.02% | 139 |
|
|
2021
Q2 | $13K | Buy |
126
+1
| +0.8% | +$103 | 0.02% | 133 |
|
|
2021
Q1 | $12K | Hold |
125
| – | – | 0.02% | 138 |
|
|
2020
Q4 | $10K | Buy |
+125
| New | +$10K | 0.03% | 132 |
|