Wealthspire Advisors (Maryland)’s First Trust Germany AlphaDEX Fund FGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,263
| Closed | -$85K | – | 2508 |
|
|
2018
Q4 | $85K | Hold |
2,263
| – | – | 0.01% | 657 |
|
|
2018
Q3 | $105K | Hold |
2,263
| – | – | 0.01% | 665 |
|
|
2018
Q2 | $104K | Sell |
2,263
-111
| -5% | -$5.1K | 0.01% | 690 |
|
|
2018
Q1 | $119K | Hold |
2,374
| – | – | 0.01% | 645 |
|
|
2017
Q4 | $122K | Sell |
2,374
-10,740
| -82% | -$552K | 0.01% | 637 |
|
|
2017
Q3 | $627K | Buy |
13,114
+111
| +0.9% | +$5.31K | 0.07% | 201 |
|
|
2017
Q2 | $564K | Hold |
13,003
| – | – | 0.07% | 201 |
|
|
2017
Q1 | $514K | Buy |
+13,003
| New | +$514K | 0.07% | 178 |
|