Sage Private Wealth Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-88
| Closed | -$6K | – | 98 |
|
|
2022
Q3 | $6K | Hold |
88
| – | – | 0.01% | 164 |
|
|
2022
Q2 | $7K | Hold |
88
| – | – | 0.01% | 150 |
|
|
2022
Q1 | $8K | Buy |
88
+1
| +1% | +$91 | 0.01% | 152 |
|
|
2021
Q4 | $8K | Hold |
87
| – | – | 0.01% | 146 |
|
|
2021
Q3 | $8K | Hold |
87
| – | – | 0.01% | 149 |
|
|
2021
Q2 | $8K | Hold |
87
| – | – | 0.01% | 141 |
|
|
2021
Q1 | $8K | Hold |
87
| – | – | 0.01% | 146 |
|
|
2020
Q4 | $7K | Buy |
+87
| New | +$7K | 0.02% | 137 |
|