A detailed history of Carolinas Wealth Consulting LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 155 shares of FYX stock, worth $13,844. This represents 0.0% of its overall portfolio holdings.

Number of Shares
155
Previous 155 -0.0%
Holding current value
$13,844
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$74.82 - $93.04 $74 - $93
1 Added 0.65%
155 $14,000
Q2 2023

Aug 14, 2023

BUY
$74.92 - $82.95 $74 - $82
1 Added 0.65%
154 $12,000
Q4 2022

Feb 14, 2023

BUY
$76.9 - $84.67 $76 - $84
1 Added 0.66%
153 $12,000
Q1 2022

May 17, 2022

BUY
$86.79 - $98.63 $86 - $98
1 Added 0.66%
152 $14,000
Q4 2021

Feb 14, 2022

SELL
$91.64 - $101.0 $48,111 - $53,025
-525 Reduced 77.66%
151 $15,000
Q3 2021

Nov 15, 2021

BUY
$86.58 - $94.0 $86 - $94
1 Added 0.15%
676 $62,000
Q2 2021

Aug 17, 2021

BUY
$89.29 - $96.6 $13,393 - $14,490
150 Added 28.57%
675 $63,000
Q4 2020

Feb 16, 2021

BUY
$58.85 - $77.92 $30,896 - $40,908
525 New
525 $40,000

Others Institutions Holding FYX

About FIRST TR SMALL CAP CORE ALPHAD


  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
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