Total Clarity Wealth Management’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-715
| Closed | -$39K | – | 481 |
|
|
2022
Q2 | $39K | Buy |
+715
| New | +$39K | 0.02% | 442 |
|
|
2022
Q1 | – | Sell |
-1,311
| Closed | -$97K | – | 448 |
|
|
2021
Q4 | $97K | Buy |
1,311
+248
| +23% | +$18.3K | 0.04% | 318 |
|
|
2021
Q3 | $76K | Buy |
+1,063
| New | +$76K | 0.04% | 343 |
|
|
2021
Q2 | – | Sell |
-1,289
| Closed | -$88K | – | 370 |
|
|
2021
Q1 | $88K | Buy |
+1,289
| New | +$88K | 0.05% | 258 |
|