Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-101
| Closed | -$7K | – | 1353 |
|
|
2021
Q1 | $7K | Buy |
101
+82
| +432% | +$5.68K | ﹤0.01% | 2457 |
|
|
2020
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 2570 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 2366 |
|
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 2298 |
|
|
2020
Q1 | $1K | Buy |
19
+1
| +6% | +$53 | ﹤0.01% | 2240 |
|
|
2019
Q4 | $1K | Sell |
18
-864
| -98% | -$48K | ﹤0.01% | 2341 |
|
|
2019
Q3 | $39K | Buy |
+882
| New | +$39K | ﹤0.01% | 1075 |
|
|
2019
Q1 | $3.14M | Sell |
68,055
-123
| -0.2% | -$5.68K | 0.35% | 64 |
|
|
2018
Q4 | $2.74M | Buy |
+68,178
| New | +$2.74M | 0.39% | 57 |
|