Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-168
| Closed | -$15.2K | – | 522 |
|
|
2024
Q2 | $15.2K | Hold |
168
| – | – | 0.01% | 565 |
|
|
2024
Q1 | $15.7K | Hold |
168
| – | – | 0.01% | 553 |
|
|
2023
Q4 | $15.4K | Hold |
168
| – | – | 0.01% | 545 |
|
|
2023
Q3 | $14K | Hold |
168
| – | – | 0.01% | 534 |
|
|
2023
Q2 | $14K | Buy |
+168
| New | +$14K | 0.01% | 537 |
|
|
2022
Q4 | $5K | Hold |
68
| – | – | ﹤0.01% | 643 |
|
|
2022
Q3 | $5K | Hold |
68
| – | – | ﹤0.01% | 636 |
|
|
2022
Q2 | $5K | Hold |
68
| – | – | ﹤0.01% | 658 |
|
|
2022
Q1 | $6K | Hold |
68
| – | – | ﹤0.01% | 639 |
|
|
2021
Q4 | $7K | Buy |
+68
| New | +$7K | ﹤0.01% | 646 |
|