Tyler-Stone 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-443
| Closed | -$32.6K | – | 507 |
|
2024
Q2 | $32.6K | Hold |
443
| – | – | 0.01% | 430 |
|
2024
Q1 | $33.5K | Buy |
443
+1
| +0.2% | +$76 | 0.01% | 425 |
|
2023
Q4 | $30.1K | Hold |
442
| – | – | 0.02% | 433 |
|
2023
Q3 | $27K | Hold |
442
| – | – | 0.02% | 432 |
|
2023
Q2 | $29K | Buy |
+442
| New | +$29K | 0.02% | 424 |
|
2022
Q4 | $25K | Buy |
442
+1
| +0.2% | +$57 | 0.02% | 416 |
|
2022
Q3 | $24K | Buy |
441
+1
| +0.2% | +$54 | 0.02% | 401 |
|
2022
Q2 | $24K | Hold |
440
| – | – | 0.02% | 419 |
|
2022
Q1 | $29K | Hold |
440
| – | – | 0.02% | 417 |
|
2021
Q4 | $33K | Buy |
+440
| New | +$33K | 0.02% | 419 |
|