Wealth Advisory Solutions’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 | $212K | Hold |
2,319
| – | – | 0.05% | 169 |
|
|
2021
Q2 | $216K | Buy |
+2,319
| New | +$216K | 0.05% | 158 |
|
|
2021
Q1 | – | Sell |
-4,007
| Closed | -$232K | – | 160 |
|
|
2020
Q4 | $232K | Hold |
4,007
| – | – | 0.06% | 142 |
|
|
2020
Q3 | $232K | Sell |
4,007
-38
| -0.9% | -$2.2K | 0.06% | 162 |
|
|
2020
Q2 | $220K | Buy |
+4,045
| New | +$220K | 0.06% | 166 |
|
|
2020
Q1 | – | Sell |
-4,217
| Closed | -$274K | – | 172 |
|
|
2019
Q4 | $274K | Buy |
+4,217
| New | +$274K | 0.07% | 153 |
|