Accel Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-890
| Closed | -$93.6K | – | 425 |
|
|
2023
Q1 | $93.6K | Sell |
890
-184
| -17% | -$19.3K | 0.04% | 349 |
|
|
2022
Q4 | $98.3K | Buy |
1,074
+1
| +0.1% | +$92 | 0.05% | 242 |
|
|
2022
Q3 | $100K | Sell |
1,073
-281
| -21% | -$26.2K | 0.05% | 246 |
|
|
2022
Q2 | $130K | Sell |
1,354
-636
| -32% | -$61.1K | 0.07% | 199 |
|
|
2022
Q1 | $230K | Sell |
1,990
-220
| -10% | -$25.4K | 0.12% | 139 |
|
|
2021
Q4 | $292K | Sell |
2,210
-59
| -3% | -$7.8K | 0.14% | 121 |
|
|
2021
Q3 | $279K | Buy |
2,269
+1
| +0% | +$123 | 0.18% | 98 |
|
|
2021
Q2 | $282K | Sell |
2,268
-256
| -10% | -$31.8K | 0.19% | 108 |
|
|
2021
Q1 | $287K | Hold |
2,524
| – | – | 0.23% | 90 |
|
|
2020
Q4 | $282K | Buy |
+2,524
| New | +$282K | 0.26% | 80 |
|