Avantax Advisory Services’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,420
| Closed | -$229K | – | 2214 |
|
|
2024
Q3 | $229K | Sell |
3,420
-293
| -8% | -$19.6K | ﹤0.01% | 1933 |
|
|
2024
Q2 | $241K | Sell |
3,713
-8
| -0.2% | -$519 | ﹤0.01% | 1843 |
|
|
2024
Q1 | $265K | Sell |
3,721
-67
| -2% | -$4.78K | ﹤0.01% | 1367 |
|
|
2023
Q4 | $261K | Sell |
3,788
-549
| -13% | -$37.9K | ﹤0.01% | 1317 |
|
|
2023
Q3 | $273K | Buy |
+4,337
| New | +$273K | ﹤0.01% | 1248 |
|