SFPG
FMK
Stonebridge Financial Planning Group’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,105
| Closed | -$245K | – | 410 |
|
|
2020
Q3 | $245K | Buy |
6,105
+80
| +1% | +$3.21K | 0.18% | 83 |
|
|
2020
Q2 | $213K | Hold |
6,025
| – | – | 0.18% | 80 |
|
|
2020
Q1 | $192K | Hold |
6,025
| – | – | 0.19% | 80 |
|
|
2019
Q4 | $231K | Buy |
+6,025
| New | +$231K | 0.21% | 80 |
|