Wealthcare Advisory Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-50
| Closed | -$3K | – | 1042 |
|
|
2021
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1776 |
|
|
2020
Q2 | – | Sell |
-950
| Closed | -$31K | – | 728 |
|
|
2020
Q1 | $31K | Sell |
950
-80
| -8% | -$2.61K | ﹤0.01% | 609 |
|
|
2019
Q4 | $48K | Buy |
1,030
+50
| +5% | +$2.33K | 0.01% | 554 |
|
|
2019
Q3 | $43K | Hold |
980
| – | – | 0.01% | 566 |
|
|
2019
Q2 | $46K | Buy |
980
+880
| +880% | +$41.3K | 0.01% | 526 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 966 |
|
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 974 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 987 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 980 |
|
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 863 |
|
|
2017
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 820 |
|