Tradition Wealth Management’s Alger Mid Cap 40 ETF FRTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Hold |
10,000
| – | – | 0.02% | 430 |
|
|
2025
Q1 | $159K | Hold |
10,000
| – | – | 0.01% | 417 |
|
|
2024
Q4 | $187K | Hold |
10,000
| – | – | 0.02% | 397 |
|
|
2024
Q3 | $171K | Hold |
10,000
| – | – | 0.02% | 391 |
|
|
2024
Q2 | $161K | Hold |
10,000
| – | – | 0.02% | 387 |
|
|
2024
Q1 | $159K | Sell |
10,000
-2,000
| -17% | -$31.7K | 0.02% | 376 |
|
|
2023
Q4 | $162K | Buy |
12,000
+500
| +4% | +$6.75K | 0.02% | 355 |
|
|
2023
Q3 | $139K | Hold |
11,500
| – | – | 0.02% | 362 |
|
|
2023
Q2 | $150K | Sell |
11,500
-500
| -4% | -$6.52K | 0.02% | 361 |
|
|
2023
Q1 | $146K | Buy |
+12,000
| New | +$146K | 0.02% | 350 |
|