tru Independence’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-623
| Closed | -$58K | – | 258 |
|
2021
Q2 | $58K | Buy |
+623
| New | +$58K | 0.02% | 187 |
|
2021
Q1 | – | Sell |
-88
| Closed | -$7 | – | 458 |
|
2020
Q4 | $7 | Buy |
+88
| New | +$7 | ﹤0.01% | 596 |
|
2020
Q3 | – | Sell |
-153
| Closed | -$8 | – | 537 |
|
2020
Q2 | $8 | Buy |
153
+135
| +750% | +$7 | ﹤0.01% | 632 |
|
2020
Q1 | $1 | Hold |
18
| – | – | ﹤0.01% | 673 |
|
2019
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 863 |
|