Aveo Capital Partners’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $525K | Sell |
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|
2022
Q1 | $875K | Sell |
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|
2021
Q4 | $771K | Sell |
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|
2021
Q3 | $708K | Hold |
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|
2021
Q2 | $727K | Hold |
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|
2021
Q1 | $697K | Buy |
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|
2020
Q4 | $519K | Sell |
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|
2020
Q3 | $486K | Buy |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $1.54M | Sell |
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|
2019
Q3 | $1.64M | Sell |
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|
2019
Q2 | $1.68M | Buy |
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|
2019
Q1 | $1.6M | Buy |
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