Total Clarity Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-118
| Closed | -$6K | – | 498 |
|
2022
Q2 | $6K | Buy |
+118
| New | +$6K | ﹤0.01% | 776 |
|
2022
Q1 | – | Sell |
-563
| Closed | -$42K | – | 466 |
|
2021
Q4 | $42K | Sell |
563
-20
| -3% | -$1.49K | 0.02% | 439 |
|
2021
Q3 | $42K | Buy |
+583
| New | +$42K | 0.02% | 435 |
|
2021
Q2 | – | Sell |
-723
| Closed | -$50K | – | 379 |
|
2021
Q1 | $50K | Buy |
+723
| New | +$50K | 0.03% | 340 |
|