WealthShield 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 |
-44
| Closed | -$3K | – | 912 |
|
|
2021
Q1 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 1023 |
|
|
2019
Q4 | – | Sell |
-2,398
| Closed | -$105K | – | 275 |
|
|
2019
Q3 | $105K | Sell |
2,398
-848
| -26% | -$37.1K | 0.06% | 181 |
|
|
2019
Q2 | $151K | Sell |
3,246
-1,024
| -24% | -$47.6K | 0.09% | 154 |
|
|
2019
Q1 | $197K | Sell |
4,270
-842
| -16% | -$38.8K | 0.11% | 145 |
|
|
2018
Q4 | $205K | Buy |
5,112
+2,715
| +113% | +$109K | 0.14% | 123 |
|
|
2018
Q3 | $125K | Buy |
+2,397
| New | +$125K | 0.07% | 139 |
|