Atlas Private 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-275
| Closed | -$31K | – | 210 |
|
2021
Q1 | $31K | Hold |
275
| – | – | 0.02% | 228 |
|
2020
Q4 | $31K | Hold |
275
| – | – | 0.02% | 231 |
|
2020
Q3 | $25K | Hold |
275
| – | – | 0.02% | 233 |
|
2020
Q2 | $23K | Hold |
275
| – | – | 0.02% | 257 |
|
2020
Q1 | $16K | Hold |
275
| – | – | 0.01% | 270 |
|
2019
Q4 | $20K | Buy |
+275
| New | +$20K | 0.02% | 288 |
|