WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-162,437
| Closed | -$12K | – | 411 |
|
|
2021
Q2 | $12K | Buy |
162,437
+162,268
| +96,017% | +$12K | ﹤0.01% | 732 |
|
|
2021
Q1 | $12K | Buy |
+169
| New | +$12K | ﹤0.01% | 765 |
|
|
2019
Q4 | – | Sell |
-2,616
| Closed | -$117K | – | 274 |
|
|
2019
Q3 | $117K | Sell |
2,616
-924
| -26% | -$41.3K | 0.06% | 179 |
|
|
2019
Q2 | $160K | Sell |
3,540
-1,037
| -23% | -$46.9K | 0.09% | 153 |
|
|
2019
Q1 | $198K | Sell |
4,577
-984
| -18% | -$42.6K | 0.11% | 144 |
|
|
2018
Q4 | $201K | Buy |
5,561
+3,014
| +118% | +$109K | 0.14% | 125 |
|
|
2018
Q3 | $118K | Buy |
+2,547
| New | +$118K | 0.07% | 143 |
|