Southland Equity Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,111
| Closed | -$213K | – | 170 |
|
|
2022
Q1 | $213K | Sell |
3,111
-70
| -2% | -$4.78K | 0.09% | 165 |
|
|
2021
Q4 | $237K | Hold |
3,181
| – | – | 0.1% | 152 |
|
|
2021
Q3 | $228K | Hold |
3,181
| – | – | 0.1% | 150 |
|
|
2021
Q2 | $233K | Sell |
3,181
-55
| -2% | -$4.03K | 0.11% | 142 |
|
|
2021
Q1 | $225K | Buy |
+3,236
| New | +$225K | 0.13% | 135 |
|