Total Clarity Wealth Management’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-215
| Closed | -$20K | – | 453 |
|
|
2022
Q2 | $20K | Buy |
+215
| New | +$20K | 0.01% | 549 |
|
|
2022
Q1 | – | Sell |
-215
| Closed | -$27K | – | 426 |
|
|
2021
Q4 | $27K | Hold |
215
| – | – | 0.01% | 510 |
|
|
2021
Q3 | $25K | Buy |
+215
| New | +$25K | 0.01% | 519 |
|
|
2021
Q2 | – | Sell |
-215
| Closed | -$23K | – | 356 |
|
|
2021
Q1 | $23K | Buy |
+215
| New | +$23K | 0.01% | 445 |
|
|
2020
Q1 | – | Sell |
-215
| Closed | -$17K | – | 244 |
|
|
2019
Q4 | $17K | Buy |
+215
| New | +$17K | 0.01% | 421 |
|