SFPG
Stonebridge Financial Planning Group’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,430
| Closed | -$91K | – | 211 |
|
|
2021
Q4 | $91K | Hold |
1,430
| – | – | 0.05% | 169 |
|
|
2021
Q3 | $113K | Sell |
1,430
-350
| -20% | -$27.7K | 0.06% | 152 |
|
|
2021
Q2 | $129K | Buy |
1,780
+300
| +20% | +$21.7K | 0.07% | 140 |
|
|
2021
Q1 | $104K | Buy |
1,480
+680
| +85% | +$47.8K | 0.06% | 157 |
|
|
2020
Q4 | $49K | Sell |
800
-250
| -24% | -$15.3K | 0.03% | 198 |
|
|
2020
Q3 | $54K | Sell |
1,050
-792
| -43% | -$40.7K | 0.04% | 175 |
|
|
2020
Q2 | $79K | Sell |
1,842
-863
| -32% | -$37K | 0.07% | 148 |
|
|
2020
Q1 | $91K | Sell |
2,705
-1,100
| -29% | -$37K | 0.09% | 131 |
|
|
2019
Q4 | $178K | Buy |
+3,805
| New | +$178K | 0.16% | 97 |
|