Solano Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $418K | Hold |
4,620
| – | – | 0.23% | 25 |
|
|
2024
Q1 | $431K | Hold |
4,620
| – | – | 0.24% | 26 |
|
|
2023
Q4 | $423K | Sell |
4,620
-500
| -10% | -$45.8K | 0.26% | 21 |
|
|
2023
Q3 | $413K | Hold |
5,120
| – | – | 0.29% | 20 |
|
|
2023
Q2 | $421K | Hold |
5,120
| – | – | 0.29% | 18 |
|
|
2023
Q1 | $413K | Buy |
+5,120
| New | +$413K | 0.3% | 18 |
|